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 | $31,390 | $70,606-55.5% | $53,898-41.8% | $142,382-78.0% |
| Participation rate | 61.1% | 63.7%-2.6pp | 55.0%+6.2pp | 80.1%-19.0pp |
| Annual return | 19.93% | 619.81%-599.9pp | 528.60%-508.7pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,432 | $1,202+19.1% | $932+53.6% | $4,299-66.7% |
| Participant deferral / active EE | $4,319 | $2,364+82.7% | $1,826+136.5% | $6,507-33.6% |
| Admin fee / account holder | $13 | $2,852-99.5% | $2,491-99.5% | $12,624-99.9% |