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 | $26,062 | $60,124-56.7% | $90,404-71.2% | $79,858-67.4% |
| Participation rate | 42.4% | 65.0%-22.6pp | 72.7%-30.3pp | 69.6%-27.3pp |
| Annual return | 60.24% | 71.94%-11.7pp | 1293.02%-1232.8pp | 31.71%+28.5pp |
| Employer contribution / active EE | $2,838 | $2,068+37.3% | $3,262-13.0% | $2,471+14.9% |
| Participant deferral / active EE | $2,860 | $2,938-2.7% | $3,963-27.8% | $3,740-23.5% |
| Admin fee / account holder | $256 | $3,976-93.6% | $5,611-95.4% | $5,306-95.2% |