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 | $53,957 | $112,096-51.9% | $95,952-43.8% | $158,922-66.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 12.53% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,613 | $3,198-49.6% | $2,541-36.5% | $4,761-66.1% |
| Participant deferral / active EE | $9,000 | $4,784+88.1% | $4,167+116.0% | $5,982+50.4% |
| Admin fee / account holder | $154 | $10,130-98.5% | $6,795-97.7% | $11,246-98.6% |