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 | $16,141 | $52,279-69.1% | $89,391-81.9% | $79,858-79.8% |
| Participation rate | 60.7% | 57.5%+3.2pp | 68.0%-7.3pp | 69.6%-8.9pp |
| Annual return | 66.80% | 22.16%+44.6pp | 245.62%-178.8pp | 31.71%+35.1pp |
| Employer contribution / active EE | $2,382 | $1,572+51.6% | $2,586-7.9% | $2,471-3.6% |
| Participant deferral / active EE | $5,261 | $2,740+92.0% | $3,890+35.3% | $3,740+40.7% |
| Admin fee / account holder | $82 | $3,356-97.6% | $4,881-98.3% | $5,306-98.5% |