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 10-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 | $59,765 | $34,308+74.2% | $74,701-20.0% | $72,985-18.1% |
| Participation rate | 6.6% | 42.4%-35.8pp | 54.5%-47.9pp | 69.5%-62.9pp |
| Annual return | 36.33% | 26.58%+9.7pp | 752.92%-716.6pp | 81.00%-44.7pp |
| Employer contribution / active EE | $224 | $692-67.7% | $1,084-79.4% | $2,440-90.8% |
| Participant deferral / active EE | $789 | $1,271-37.9% | $1,964-59.8% | $3,607-78.1% |
| Admin fee / account holder | $24 | $2,124-98.8% | $3,333-99.3% | $5,124-99.5% |