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 | $31,816 | $103,376-69.2% | $87,100-63.5% | $152,861-79.2% |
| Participation rate | 53.8% | 79.3%-25.5pp | 76.9%-23.0pp | 82.4%-28.6pp |
| Annual return | 45.26% | 28.10%+17.2pp | 28.19%+17.1pp | 345.32%-300.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,428 | $4,778+97.3% | $4,049+132.9% | $5,850+61.2% |
| Admin fee / account holder | $14 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |