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 3-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 | $57,343 | $30,400+88.6% | $53,898+6.4% | $84,808-32.4% |
| Participation rate | 7.8% | 46.4%-38.6pp | 55.0%-47.1pp | 68.3%-60.5pp |
| Annual return | 17.65% | 500.19%-482.5pp | 528.60%-510.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $294 | $603-51.2% | $932-68.4% | $2,631-88.8% |
| Participant deferral / active EE | $1,035 | $1,199-13.7% | $1,826-43.3% | $4,212-75.4% |
| Admin fee / account holder | $195 | $1,993-90.2% | $2,491-92.2% | $7,344-97.3% |