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 | $49,646 | $67,823-26.8% | $52,425-5.3% | $137,256-63.8% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 13.48% | 219.11%-205.6pp | 302.12%-288.6pp | 220.34%-206.9pp |
| Employer contribution / active EE | $876 | $1,163-24.7% | $914-4.2% | $4,156-78.9% |
| Participant deferral / active EE | $5,355 | $2,288+134.1% | $1,790+199.1% | $6,407-16.4% |
| Admin fee / account holder | $167 | $2,844-94.1% | $2,495-93.3% | $12,270-98.6% |