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 | $33,015 | $27,915+18.3% | $58,482-43.5% | $75,163-56.1% |
| Participation rate | 54.2% | 38.8%+15.4pp | 50.9%+3.4pp | 67.2%-13.0pp |
| Annual return | 21.10% | 44.20%-23.1pp | 4239.32%-4218.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,712 | $669+155.9% | $1,053+62.5% | $2,670-35.9% |
| Participant deferral / active EE | $5,619 | $1,201+367.8% | $1,924+192.1% | $4,125+36.2% |
| Admin fee / account holder | $201 | $1,726-88.3% | $2,516-92.0% | $5,651-96.4% |