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 | $19,993 | $60,124-66.7% | $90,404-77.9% | $79,858-75.0% |
| Participation rate | 57.7% | 65.0%-7.3pp | 72.7%-15.0pp | 69.6%-11.9pp |
| Annual return | 37.57% | 71.94%-34.4pp | 1293.02%-1255.4pp | 31.71%+5.9pp |
| Employer contribution / active EE | $507 | $2,068-75.5% | $3,262-84.5% | $2,471-79.5% |
| Participant deferral / active EE | $3,404 | $2,938+15.8% | $3,963-14.1% | $3,740-9.0% |
| Admin fee / account holder | $47 | $3,976-98.8% | $5,611-99.2% | $5,306-99.1% |