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 | $19,359 | $70,756-72.6% | $65,493-70.4% | $142,382-86.4% |
| Participation rate | 30.8% | 77.4%-46.6pp | 73.1%-42.3pp | 80.1%-49.4pp |
| Annual return | 21.60% | 1754.89%-1733.3pp | 982.45%-960.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $595 | $2,881-79.3% | $2,574-76.9% | $4,299-86.2% |
| Participant deferral / active EE | $1,067 | $4,637-77.0% | $3,961-73.1% | $6,507-83.6% |
| Admin fee / account holder | $67 | $6,559-99.0% | $5,028-98.7% | $12,624-99.5% |