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 | $56,647 | $29,319+93.2% | $52,425+8.1% | $82,448-31.3% |
| Participation rate | 31.7% | 46.9%-15.1pp | 55.6%-23.9pp | 68.1%-36.4pp |
| Annual return | 19.26% | 535.20%-515.9pp | 302.12%-282.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $622 | $586+6.1% | $914-32.0% | $2,551-75.6% |
| Participant deferral / active EE | $2,786 | $1,171+137.8% | $1,790+55.6% | $4,139-32.7% |
| Admin fee / account holder | $91 | $1,962-95.4% | $2,495-96.4% | $7,234-98.7% |