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 9-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 | $54,090 | $60,124-10.0% | $90,404-40.2% | $79,858-32.3% |
| Participation rate | 53.3% | 65.0%-11.6pp | 72.7%-19.3pp | 69.6%-16.3pp |
| Annual return | 14.28% | 71.94%-57.7pp | 1293.02%-1278.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $782 | $2,068-62.2% | $3,262-76.0% | $2,471-68.4% |
| Participant deferral / active EE | $2,040 | $2,938-30.6% | $3,963-48.5% | $3,740-45.4% |
| Admin fee / account holder | $214 | $3,976-94.6% | $5,611-96.2% | $5,306-96.0% |