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 | $25,572 | $27,915-8.4% | $58,482-56.3% | $75,163-66.0% |
| Participation rate | 61.8% | 38.8%+22.9pp | 50.9%+10.9pp | 67.2%-5.4pp |
| Annual return | 29.34% | 44.20%-14.9pp | 4239.32%-4210.0pp | 160.62%-131.3pp |
| Employer contribution / active EE | $1,417 | $669+111.8% | $1,053+34.6% | $2,670-46.9% |
| Participant deferral / active EE | $3,089 | $1,201+157.1% | $1,924+60.6% | $4,125-25.1% |
| Admin fee / account holder | $100 | $1,726-94.2% | $2,516-96.0% | $5,651-98.2% |