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 | $48,087 | $29,660+62.1% | $56,411-14.8% | $80,856-40.5% |
| Participation rate | 20.0% | 41.6%-21.6pp | 52.5%-32.5pp | 67.6%-47.6pp |
| Annual return | 15.80% | 35.23%-19.4pp | 1701.33%-1685.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $428 | $669-36.1% | $1,039-58.8% | $2,755-84.5% |
| Participant deferral / active EE | $1,452 | $1,226+18.4% | $1,952-25.6% | $4,296-66.2% |
| Admin fee / account holder | $90 | $2,428-96.3% | $2,829-96.8% | $6,918-98.7% |