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 | $83,439 | $70,606+18.2% | $53,898+54.8% | $142,382-41.4% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 18.35% | 619.81%-601.5pp | 528.60%-510.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,789 | $1,202+48.8% | $932+91.9% | $4,299-58.4% |
| Participant deferral / active EE | $7,833 | $2,364+231.4% | $1,826+328.9% | $6,507+20.4% |
| Admin fee / account holder | $17 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |