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 8-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 | $17,489 | $34,308-49.0% | $74,701-76.6% | $72,985-76.0% |
| Participation rate | 19.4% | 42.4%-23.0pp | 54.5%-35.1pp | 69.5%-50.1pp |
| Annual return | 33.51% | 26.58%+6.9pp | 752.92%-719.4pp | 81.00%-47.5pp |
| Employer contribution / active EE | $464 | $692-32.9% | $1,084-57.2% | $2,440-81.0% |
| Participant deferral / active EE | $1,351 | $1,271+6.3% | $1,964-31.2% | $3,607-62.5% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |