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 | $62,353 | $81,625-23.6% | $58,482+6.6% | $139,434-55.3% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.7pp |
| Annual return | 15.47% | 7404.20%-7388.7pp | 4239.32%-4223.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $511 | $1,398-63.5% | $1,053-51.5% | $4,751-89.2% |
| Participant deferral / active EE | $1,592 | $2,557-37.7% | $1,924-17.2% | $6,710-76.3% |
| Admin fee / account holder | $30 | $3,265-99.1% | $2,516-98.8% | $11,403-99.7% |