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 | $33,667 | $99,159-66.0% | - | $167,490-79.9% |
| Participation rate | 33.3% | 69.9%-36.6pp | - | 82.1%-48.8pp |
| Annual return | 17.17% | 15.94%+1.2pp | - | 478.56%-461.4pp |
| Employer contribution / active EE | $845 | $3,061-72.4% | - | $4,837-82.5% |
| Participant deferral / active EE | $1,637 | $4,624-64.6% | - | $6,341-74.2% |
| Admin fee / account holder | $0 | $3,125-100.0% | - | $12,309-100.0% |