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 8-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 | $34,622 | $27,915+24.0% | $58,482-40.8% | $75,163-53.9% |
| Participation rate | 11.1% | 38.8%-27.7pp | 50.9%-39.7pp | 67.2%-56.1pp |
| Annual return | 19.07% | 44.20%-25.1pp | 4239.32%-4220.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $416 | $669-37.9% | $1,053-60.5% | $2,670-84.4% |
| Participant deferral / active EE | $964 | $1,201-19.7% | $1,924-49.9% | $4,125-76.6% |
| Admin fee / account holder | $156 | $1,726-90.9% | $2,516-93.8% | $5,651-97.2% |