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 7-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 | $28,391 | $76,738-63.0% | $56,411-49.7% | $145,922-80.5% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 14.41% | 2994.23%-2979.8pp | 1701.33%-1686.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $602 | $1,380-56.4% | $1,039-42.1% | $4,660-87.1% |
| Participant deferral / active EE | $2,028 | $2,623-22.7% | $1,952+3.9% | $6,688-69.7% |
| Admin fee / account holder | $113 | $3,334-96.6% | $2,829-96.0% | $13,397-99.2% |