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 6-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 | $33,477 | $27,915+19.9% | $58,482-42.8% | $75,163-55.5% |
| Participation rate | 22.9% | 38.8%-16.0pp | 50.9%-28.0pp | 67.2%-44.3pp |
| Annual return | 25.12% | 44.20%-19.1pp | 4239.32%-4214.2pp | 160.62%-135.5pp |
| Employer contribution / active EE | $454 | $669-32.1% | $1,053-56.9% | $2,670-83.0% |
| Participant deferral / active EE | $1,468 | $1,201+22.2% | $1,924-23.7% | $4,125-64.4% |
| Admin fee / account holder | $3 | $1,726-99.8% | $2,516-99.9% | $5,651-100.0% |