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 | $26,352 | $39,019-32.5% | $80,716-67.4% | $85,850-69.3% |
| Participation rate | 30.8% | 41.5%-10.8pp | 54.2%-23.4pp | 69.3%-38.5pp |
| Annual return | 16.33% | 26.27%-9.9pp | 87.28%-70.9pp | 318.53%-302.2pp |
| Employer contribution / active EE | $936 | $722+29.7% | $1,160-19.3% | $2,565-63.5% |
| Participant deferral / active EE | $3,301 | $1,326+149.0% | $2,146+53.8% | $3,952-16.5% |
| Admin fee / account holder | $82 | $2,431-96.6% | $3,380-97.6% | $6,260-98.7% |