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 8-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 | $26,096 | $49,922-47.7% | $80,569-67.6% | $75,163-65.3% |
| Participation rate | 53.8% | 55.3%-1.5pp | 67.0%-13.2pp | 67.2%-13.3pp |
| Annual return | 23.49% | 34.69%-11.2pp | 935.43%-911.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $1,938 | $1,698+14.1% | $2,723-28.9% | $2,670-27.4% |
| Participant deferral / active EE | $3,523 | $2,990+17.8% | $4,447-20.8% | $4,125-14.6% |
| Admin fee / account holder | $129 | $3,577-96.4% | $5,377-97.6% | $5,651-97.7% |