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 3-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 | $33,368 | $29,660+12.5% | $56,411-40.8% | $80,856-58.7% |
| Participation rate | 12.9% | 41.6%-28.7pp | 52.5%-39.6pp | 67.6%-54.7pp |
| Annual return | 16.28% | 35.23%-18.9pp | 1701.33%-1685.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $948 | $669+41.6% | $1,039-8.7% | $2,755-65.6% |
| Participant deferral / active EE | $1,517 | $1,226+23.7% | $1,952-22.3% | $4,296-64.7% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |