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 | $21,289 | $34,308-37.9% | $74,701-71.5% | $72,985-70.8% |
| Participation rate | 35.7% | 42.4%-6.7pp | 54.5%-18.7pp | 69.5%-33.8pp |
| Annual return | 135.94% | 26.58%+109.4pp | 752.92%-617.0pp | 81.00%+54.9pp |
| Employer contribution / active EE | $499 | $692-27.8% | $1,084-53.9% | $2,440-79.5% |
| Participant deferral / active EE | $1,815 | $1,271+42.8% | $1,964-7.6% | $3,607-49.7% |
| Admin fee / account holder | $127 | $2,124-94.0% | $3,333-96.2% | $5,124-97.5% |