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 | $48,908 | $56,114-12.8% | $96,139-49.1% | $85,850-43.0% |
| Participation rate | 14.8% | 56.7%-41.9pp | 68.4%-53.6pp | 69.3%-54.5pp |
| Annual return | 11.97% | 42.30%-30.3pp | 191.94%-180.0pp | 318.53%-306.6pp |
| Employer contribution / active EE | $598 | $1,620-63.1% | $2,797-78.6% | $2,565-76.7% |
| Participant deferral / active EE | $2,889 | $2,859+1.0% | $4,349-33.6% | $3,952-26.9% |
| Admin fee / account holder | $243 | $3,768-93.6% | $5,537-95.6% | $6,260-96.1% |