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 | $49,734 | $29,660+67.7% | $56,411-11.8% | $80,856-38.5% |
| Participation rate | 9.8% | 41.6%-31.9pp | 52.5%-42.7pp | 67.6%-57.9pp |
| Annual return | 12.41% | 35.23%-22.8pp | 1701.33%-1688.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $126 | $669-81.2% | $1,039-87.9% | $2,755-95.4% |
| Participant deferral / active EE | $634 | $1,226-48.3% | $1,952-67.5% | $4,296-85.2% |
| Admin fee / account holder | $266 | $2,428-89.0% | $2,829-90.6% | $6,918-96.2% |