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 | $69,392 | $81,625-15.0% | $58,482+18.7% | $139,434-50.2% |
| Participation rate | 19.0% | 61.3%-42.3pp | 50.9%-31.8pp | 80.3%-61.3pp |
| Annual return | 19.10% | 7404.20%-7385.1pp | 4239.32%-4220.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $216 | $1,398-84.6% | $1,053-79.5% | $4,751-95.5% |
| Participant deferral / active EE | $1,557 | $2,557-39.1% | $1,924-19.1% | $6,710-76.8% |
| Admin fee / account holder | $12 | $3,265-99.6% | $2,516-99.5% | $11,403-99.9% |