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 | $37,372 | $29,660+26.0% | $56,411-33.8% | $80,856-53.8% |
| Participation rate | 26.9% | 41.6%-14.7pp | 52.5%-25.5pp | 67.6%-40.7pp |
| Annual return | 16.03% | 35.23%-19.2pp | 1701.33%-1685.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $884 | $669+32.1% | $1,039-14.9% | $2,755-67.9% |
| Participant deferral / active EE | $1,941 | $1,226+58.3% | $1,952-0.5% | $4,296-54.8% |
| Admin fee / account holder | $211 | $2,428-91.3% | $2,829-92.5% | $6,918-97.0% |