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 | $20,509 | $57,281-64.2% | $86,612-76.3% | $75,163-72.7% |
| Participation rate | 36.4% | 63.2%-26.8pp | 71.7%-35.3pp | 67.2%-30.8pp |
| Annual return | 16.29% | 2670.75%-2654.5pp | 591.07%-574.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $419 | $2,314-81.9% | $3,022-86.1% | $2,670-84.3% |
| Participant deferral / active EE | $1,774 | $3,318-46.5% | $4,438-60.0% | $4,125-57.0% |
| Admin fee / account holder | $197 | $4,112-95.2% | $5,614-96.5% | $5,651-96.5% |