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 | $29,502 | $60,124-50.9% | $90,404-67.4% | $79,858-63.1% |
| Participation rate | 56.8% | 65.0%-8.2pp | 72.7%-15.9pp | 69.6%-12.9pp |
| Annual return | 18.71% | 71.94%-53.2pp | 1293.02%-1274.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $743 | $2,068-64.1% | $3,262-77.2% | $2,471-69.9% |
| Participant deferral / active EE | $3,536 | $2,938+20.3% | $3,963-10.8% | $3,740-5.5% |
| Admin fee / account holder | $230 | $3,976-94.2% | $5,611-95.9% | $5,306-95.7% |