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 5-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 | $10,726 | $29,660-63.8% | $56,411-81.0% | $80,856-86.7% |
| Participation rate | 62.2% | 41.6%+20.6pp | 52.5%+9.8pp | 67.6%-5.4pp |
| Annual return | 61.94% | 35.23%+26.7pp | 1701.33%-1639.4pp | 35.59%+26.3pp |
| Employer contribution / active EE | $863 | $669+28.9% | $1,039-17.0% | $2,755-68.7% |
| Participant deferral / active EE | $1,343 | $1,226+9.6% | $1,952-31.2% | $4,296-68.7% |
| Admin fee / account holder | $225 | $2,428-90.7% | $2,829-92.0% | $6,918-96.7% |