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 10-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 | $53,474 | $34,308+55.9% | $74,701-28.4% | $72,985-26.7% |
| Participation rate | 48.0% | 42.4%+5.6pp | 54.5%-6.5pp | 69.5%-21.5pp |
| Annual return | 23.36% | 26.58%-3.2pp | 752.92%-729.6pp | 81.00%-57.6pp |
| Employer contribution / active EE | $991 | $692+43.2% | $1,084-8.6% | $2,440-59.4% |
| Participant deferral / active EE | $2,901 | $1,271+128.2% | $1,964+47.8% | $3,607-19.6% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |