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 | $61,120 | $92,222-33.7% | $76,768-20.4% | $135,375-54.9% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | 471.72% | 5.46%+466.3pp | 2.43%+469.3pp | 519.73%-48.0pp |
| Employer contribution / active EE | $1,384 | $3,216-57.0% | $2,485-44.3% | $4,779-71.0% |
| Participant deferral / active EE | $3,876 | $4,509-14.0% | $3,852+0.6% | $5,609-30.9% |
| Admin fee / account holder | $233 | $10,748-97.8% | $6,675-96.5% | $10,827-97.8% |