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 4-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 | $29,627 | $52,353-43.4% | $120,225-75.4% | $82,448-64.1% |
| Participation rate | 69.2% | 58.3%+10.9pp | 69.6%-0.3pp | 68.1%+1.2pp |
| Annual return | 19.33% | 61.85%-42.5pp | 439.23%-419.9pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,685 | $1,510+11.6% | $3,475-51.5% | $2,551-33.9% |
| Participant deferral / active EE | $2,990 | $2,627+13.8% | $3,999-25.2% | $4,139-27.8% |
| Admin fee / account holder | $106 | $4,363-97.6% | $5,696-98.1% | $7,234-98.5% |