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 | $29,398 | $30,588-3.9% | $53,898-45.5% | $85,563-65.6% |
| Participation rate | 9.8% | 26.3%-16.6pp | 55.0%-45.2pp | 66.0%-56.2pp |
| Annual return | 21.55% | 50.42%-28.9pp | 528.60%-507.1pp | 31.51%-10.0pp |
| Employer contribution / active EE | $301 | $436-30.9% | $932-67.7% | $2,654-88.7% |
| Participant deferral / active EE | $346 | $848-59.1% | $1,826-81.0% | $4,375-92.1% |
| Admin fee / account holder | $275 | $1,879-85.3% | $2,491-88.9% | $834-67.0% |