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 3-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 | $33,956 | $54,705-37.9% | $71,209-52.3% | $84,808-60.0% |
| Participation rate | 65.5% | 64.1%+1.4pp | 73.8%-8.2pp | 68.3%-2.8pp |
| Annual return | 29.95% | 35.90%-5.9pp | 282.51%-252.6pp | 40.90%-10.9pp |
| Employer contribution / active EE | $1,785 | $2,158-17.3% | $2,721-34.4% | $2,631-32.2% |
| Participant deferral / active EE | $9,542 | $3,030+214.9% | $4,175+128.5% | $4,212+126.6% |
| Admin fee / account holder | $12 | $4,863-99.8% | $5,349-99.8% | $7,344-99.8% |