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 9-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 | $63,908 | $48,230+32.5% | $67,502-5.3% | $80,856-21.0% |
| Participation rate | 18.5% | 66.4%-47.9pp | 72.9%-54.4pp | 67.6%-49.1pp |
| Annual return | 12.17% | 18.28%-6.1pp | 3512.12%-3500.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $542 | $2,020-73.1% | $2,731-80.1% | $2,755-80.3% |
| Participant deferral / active EE | $1,505 | $2,924-48.5% | $4,000-62.4% | $4,296-65.0% |
| Admin fee / account holder | $12 | $3,681-99.7% | $3,998-99.7% | $6,918-99.8% |