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 | $67,823-53.7% | $52,425-40.1% | $137,256-77.1% |
| Participation rate | 61.1% | 63.9%-2.8pp | 55.6%+5.5pp | 80.0%-18.8pp |
| Annual return | 19.93% | 219.11%-199.2pp | 302.12%-282.2pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,432 | $1,163+23.1% | $914+56.6% | $4,156-65.6% |
| Participant deferral / active EE | $4,319 | $2,288+88.8% | $1,790+141.2% | $6,407-32.6% |
| Admin fee / account holder | $13 | $2,844-99.5% | $2,495-99.5% | $12,270-99.9% |