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 | $51,074 | $108,172-52.8% | $77,482-34.1% | $158,922-67.9% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | 25.43% | 31.67%-6.2pp | 54.79%-29.4pp | 302.83%-277.4pp |
| Employer contribution / active EE | $383 | $1,325-71.1% | $986-61.2% | $4,761-92.0% |
| Participant deferral / active EE | $4,667 | $2,456+90.0% | $1,861+150.7% | $5,982-22.0% |
| Admin fee / account holder | $166 | $3,708-95.5% | $2,858-94.2% | $11,246-98.5% |