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 3-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 | $11,701 | $30,400-61.5% | $53,898-78.3% | $84,808-86.2% |
| Participation rate | 59.6% | 46.4%+13.2pp | 55.0%+4.7pp | 68.3%-8.7pp |
| Annual return | 23.39% | 500.19%-476.8pp | 528.60%-505.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $514 | $603-14.7% | $932-44.9% | $2,631-80.5% |
| Participant deferral / active EE | $1,624 | $1,199+35.5% | $1,826-11.1% | $4,212-61.4% |
| Admin fee / account holder | $37 | $1,993-98.1% | $2,491-98.5% | $7,344-99.5% |