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 7-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 | $23,069 | $56,114-58.9% | $96,139-76.0% | $85,850-73.1% |
| Participation rate | 56.8% | 56.7%+0.1pp | 68.4%-11.6pp | 69.3%-12.5pp |
| Annual return | 24.93% | 42.30%-17.4pp | 191.94%-167.0pp | 318.53%-293.6pp |
| Employer contribution / active EE | $2,014 | $1,620+24.3% | $2,797-28.0% | $2,565-21.5% |
| Participant deferral / active EE | $4,066 | $2,859+42.2% | $4,349-6.5% | $3,952+2.9% |
| Admin fee / account holder | $298 | $3,768-92.1% | $5,537-94.6% | $6,260-95.2% |