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 | $136,531 | $31,310+336.1% | $53,898+153.3% | $74,304+83.7% |
| Participation rate | 3.0% | 30.7%-27.7pp | 55.0%-52.0pp | 60.3%-57.4pp |
| Annual return | 16.12% | 23.16%-7.0pp | 528.60%-512.5pp | 29.43%-13.3pp |
| Employer contribution / active EE | $134 | $450-70.2% | $932-85.6% | $2,241-94.0% |
| Participant deferral / active EE | $520 | $934-44.4% | $1,826-71.5% | $3,767-86.2% |
| Admin fee / account holder | $0 | $2,175-100.0% | $2,491-100.0% | $2,969-100.0% |