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 4-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 | $18,721 | $29,660-36.9% | $56,411-66.8% | $80,856-76.8% |
| Participation rate | 40.4% | 41.6%-1.3pp | 52.5%-12.1pp | 67.6%-27.3pp |
| Annual return | 17.59% | 35.23%-17.6pp | 1701.33%-1683.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $872 | $669+30.3% | $1,039-16.1% | $2,755-68.4% |
| Participant deferral / active EE | $2,394 | $1,226+95.3% | $1,952+22.7% | $4,296-44.3% |
| Admin fee / account holder | $11 | $2,428-99.5% | $2,829-99.6% | $6,918-99.8% |