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 | $44,029 | $108,172-59.3% | $77,482-43.2% | $158,922-72.3% |
| Participation rate | 62.5% | 64.4%-1.9pp | 54.2%+8.3pp | 82.0%-19.5pp |
| Annual return | 24.59% | 31.67%-7.1pp | 54.79%-30.2pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,876 | $1,325+41.6% | $986+90.2% | $4,761-60.6% |
| Participant deferral / active EE | $6,261 | $2,456+154.9% | $1,861+236.4% | $5,982+4.7% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |