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 | $47,445 | $81,625-41.9% | $58,482-18.9% | $139,434-66.0% |
| Participation rate | 63.6% | 61.3%+2.3pp | 50.9%+12.8pp | 80.3%-16.7pp |
| Annual return | 12.42% | 7404.20%-7391.8pp | 4239.32%-4226.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,042 | $1,398-25.4% | $1,053-1.0% | $4,751-78.1% |
| Participant deferral / active EE | $4,706 | $2,557+84.1% | $1,924+144.6% | $6,710-29.9% |
| Admin fee / account holder | $44 | $3,265-98.7% | $2,516-98.3% | $11,403-99.6% |