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 | $65,200 | $29,319+122.4% | $52,425+24.4% | $82,448-20.9% |
| Participation rate | 5.6% | 46.9%-41.3pp | 55.6%-50.1pp | 68.1%-62.5pp |
| Annual return | 19.62% | 535.20%-515.6pp | 302.12%-282.5pp | 41.64%-22.0pp |
| Employer contribution / active EE | $92 | $586-84.3% | $914-89.9% | $2,551-96.4% |
| Participant deferral / active EE | $896 | $1,171-23.5% | $1,790-50.0% | $4,139-78.4% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |