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 | $35,540 | $47,479-25.1% | $62,929-43.5% | $82,448-56.9% |
| Participation rate | 26.1% | 66.9%-40.8pp | 73.1%-47.0pp | 68.1%-42.0pp |
| Annual return | 43.57% | 20.34%+23.2pp | 1063.93%-1020.4pp | 41.64%+1.9pp |
| Employer contribution / active EE | $926 | $1,885-50.9% | $2,505-63.0% | $2,551-63.7% |
| Participant deferral / active EE | $3,296 | $2,870+14.8% | $3,888-15.2% | $4,139-20.4% |
| Admin fee / account holder | $197 | $3,804-94.8% | $5,065-96.1% | $7,234-97.3% |