See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,392 | $56,114-63.7% | $96,139-78.8% | $85,850-76.2% |
| Participation rate | 39.5% | 56.7%-17.2pp | 68.4%-29.0pp | 69.3%-29.8pp |
| Annual return | 11.92% | 42.30%-30.4pp | 191.94%-180.0pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,258 | $1,620-22.3% | $2,797-55.0% | $2,565-51.0% |
| Participant deferral / active EE | $2,425 | $2,859-15.2% | $4,349-44.2% | $3,952-38.6% |
| Admin fee / account holder | $233 | $3,768-93.8% | $5,537-95.8% | $6,260-96.3% |