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 6-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 | $29,557 | $58,694-49.6% | $142,863-79.3% | $85,850-65.6% |
| Participation rate | 60.4% | 58.5%+1.9pp | 71.9%-11.5pp | 69.3%-8.9pp |
| Annual return | 16.84% | 27.72%-10.9pp | 5637.54%-5620.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,555 | $2,607-40.4% | $3,837-59.5% | $3,952-60.6% |
| Admin fee / account holder | $31 | $4,239-99.3% | $6,560-99.5% | $6,260-99.5% |