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 | $20,036 | $27,915-28.2% | $58,482-65.7% | $75,163-73.3% |
| Participation rate | 17.3% | 38.8%-21.5pp | 50.9%-33.5pp | 67.2%-49.9pp |
| Annual return | 16.16% | 44.20%-28.0pp | 4239.32%-4223.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $195 | $669-70.9% | $1,053-81.5% | $2,670-92.7% |
| Participant deferral / active EE | $460 | $1,201-61.7% | $1,924-76.1% | $4,125-88.8% |
| Admin fee / account holder | $135 | $1,726-92.2% | $2,516-94.6% | $5,651-97.6% |