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 8-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 | $53,904 | $39,019+38.1% | $80,716-33.2% | $85,850-37.2% |
| Participation rate | 28.8% | 41.5%-12.7pp | 54.2%-25.3pp | 69.3%-40.5pp |
| Annual return | 16.50% | 26.27%-9.8pp | 87.28%-70.8pp | 318.53%-302.0pp |
| Employer contribution / active EE | $825 | $722+14.2% | $1,160-28.9% | $2,565-67.8% |
| Participant deferral / active EE | $3,487 | $1,326+163.1% | $2,146+62.5% | $3,952-11.8% |
| Admin fee / account holder | $7 | $2,431-99.7% | $3,380-99.8% | $6,260-99.9% |