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 9-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 | $38,230 | $56,114-31.9% | $96,139-60.2% | $85,850-55.5% |
| Participation rate | 53.1% | 56.7%-3.6pp | 68.4%-15.3pp | 69.3%-16.2pp |
| Annual return | 14.43% | 42.30%-27.9pp | 191.94%-177.5pp | 318.53%-304.1pp |
| Employer contribution / active EE | $547 | $1,620-66.2% | $2,797-80.4% | $2,565-78.7% |
| Participant deferral / active EE | $4,551 | $2,859+59.2% | $4,349+4.6% | $3,952+15.2% |
| Admin fee / account holder | $5 | $3,768-99.9% | $5,537-99.9% | $6,260-99.9% |