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 | $53,264 | $108,642-51.0% | $74,701-28.7% | $152,861-65.2% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 29.94% | 114.06%-84.1pp | 752.92%-723.0pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,677 | $1,503+11.6% | $1,084+54.7% | $4,762-64.8% |
| Participant deferral / active EE | $7,051 | $2,712+160.0% | $1,964+259.1% | $5,850+20.5% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |