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 7-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 | $50,613 | $29,319+72.6% | $52,425-3.5% | $82,448-38.6% |
| Participation rate | 11.6% | 46.9%-35.2pp | 55.6%-44.0pp | 68.1%-56.4pp |
| Annual return | 19.28% | 535.20%-515.9pp | 302.12%-282.8pp | 41.64%-22.4pp |
| Employer contribution / active EE | $174 | $586-70.3% | $914-81.0% | $2,551-93.2% |
| Participant deferral / active EE | $653 | $1,171-44.3% | $1,790-63.5% | $4,139-84.2% |
| Admin fee / account holder | $209 | $1,962-89.4% | $2,495-91.6% | $7,234-97.1% |