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 6-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 | $43,373 | $102,382-57.6% | $147,005-70.5% | $80,874-46.4% |
| Participation rate | 54.4% | 75.8%-21.4pp | 82.2%-27.7pp | 67.6%-13.2pp |
| Annual return | 11.86% | 134.89%-123.0pp | 418.76%-406.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $4,739 | $3,715+27.6% | $4,934-3.9% | $2,756+72.0% |
| Participant deferral / active EE | $7,094 | $6,646+6.7% | $8,070-12.1% | $4,297+65.1% |
| Admin fee / account holder | $6 | $7,942-99.9% | $13,006-100.0% | $6,935-99.9% |