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 | $32,385 | $23,330+38.8% | $64,489-49.8% | $82,448-60.7% |
| Participation rate | 16.9% | 68.3%-51.3pp | 67.7%-50.7pp | 68.1%-51.1pp |
| Annual return | 17.16% | 83.66%-66.5pp | 55.03%-37.9pp | 41.64%-24.5pp |
| Employer contribution / active EE | $370 | $824-55.2% | $1,523-75.7% | $2,551-85.5% |
| Participant deferral / active EE | $1,152 | $1,707-32.5% | $2,778-58.5% | $4,139-72.2% |
| Admin fee / account holder | $56 | $2,946-98.1% | $4,260-98.7% | $7,234-99.2% |