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 | $33,695 | $29,660+13.6% | $56,411-40.3% | $80,856-58.3% |
| Participation rate | 37.3% | 41.6%-4.4pp | 52.5%-15.2pp | 67.6%-30.4pp |
| Annual return | 21.07% | 35.23%-14.2pp | 1701.33%-1680.3pp | 35.59%-14.5pp |
| Employer contribution / active EE | $976 | $669+45.8% | $1,039-6.1% | $2,755-64.6% |
| Participant deferral / active EE | $2,042 | $1,226+66.5% | $1,952+4.6% | $4,296-52.5% |
| Admin fee / account holder | $146 | $2,428-94.0% | $2,829-94.8% | $6,918-97.9% |