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 | $42,509 | $29,660+43.3% | $56,411-24.6% | $80,856-47.4% |
| Participation rate | 19.4% | 41.6%-22.3pp | 52.5%-33.1pp | 67.6%-48.3pp |
| Annual return | 21.84% | 35.23%-13.4pp | 1701.33%-1679.5pp | 35.59%-13.8pp |
| Employer contribution / active EE | $352 | $669-47.4% | $1,039-66.1% | $2,755-87.2% |
| Participant deferral / active EE | $978 | $1,226-20.2% | $1,952-49.9% | $4,296-77.2% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |