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 | $39,521 | $102,382-61.4% | $147,005-73.1% | $80,874-51.1% |
| Participation rate | 53.8% | 75.8%-22.0pp | 82.2%-28.3pp | 67.6%-13.8pp |
| Annual return | 14.40% | 134.89%-120.5pp | 418.76%-404.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,824 | $3,715-50.9% | $4,934-63.0% | $2,756-33.8% |
| Participant deferral / active EE | $3,303 | $6,646-50.3% | $8,070-59.1% | $4,297-23.1% |
| Admin fee / account holder | $3 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |