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 | $36,123 | $81,625-55.7% | $58,482-38.2% | $139,434-74.1% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 11.80% | 7404.20%-7392.4pp | 4239.32%-4227.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $310 | $1,398-77.8% | $1,053-70.5% | $4,751-93.5% |
| Participant deferral / active EE | $1,121 | $2,557-56.2% | $1,924-41.7% | $6,710-83.3% |
| Admin fee / account holder | $140 | $3,265-95.7% | $2,516-94.4% | $11,403-98.8% |