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 | $73,358 | $96,635-24.1% | $86,612-15.3% | $139,434-47.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 16.71% | 106.41%-89.7pp | 591.07%-574.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,354 | $3,263-58.5% | $3,022-55.2% | $4,751-71.5% |
| Participant deferral / active EE | $5,664 | $4,836+17.1% | $4,438+27.6% | $6,710-15.6% |
| Admin fee / account holder | $34 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |