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 | $58,446 | $67,823-13.8% | $52,425+11.5% | $137,256-57.4% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 19.17% | 219.11%-199.9pp | 302.12%-282.9pp | 220.34%-201.2pp |
| Employer contribution / active EE | $381 | $1,163-67.2% | $914-58.3% | $4,156-90.8% |
| Participant deferral / active EE | $5,588 | $2,288+144.2% | $1,790+212.1% | $6,407-12.8% |
| Admin fee / account holder | $211 | $2,844-92.6% | $2,495-91.6% | $12,270-98.3% |