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 | $54,049 | $99,652-45.8% | $78,778-31.4% | $147,584-63.4% |
| Participation rate | 18.2% | 76.2%-58.0pp | 69.2%-51.0pp | 82.8%-64.6pp |
| Annual return | 35.13% | 47.28%-12.2pp | 35.62%-0.5pp | 578.55%-543.4pp |
| Employer contribution / active EE | $1,337 | $2,796-52.2% | $1,986-32.7% | $4,876-72.6% |
| Participant deferral / active EE | $3,273 | $3,664-10.7% | $2,958+10.6% | $5,439-39.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |