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 | $27,243+7.9% | $52,425-43.9% | $79,634-63.1% |
| Participation rate | 9.8% | 22.4%-12.6pp | 55.6%-45.8pp | 62.5%-52.7pp |
| Annual return | 21.55% | 63.36%-41.8pp | 302.12%-280.6pp | 36.46%-14.9pp |
| Employer contribution / active EE | $301 | $319-5.7% | $914-67.1% | $2,529-88.1% |
| Participant deferral / active EE | $346 | $636-45.5% | $1,790-80.7% | $3,835-91.0% |
| Admin fee / account holder | $275 | $2,105-86.9% | $2,495-89.0% | $1,002-72.5% |