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 | $22,934 | $70,606-67.5% | $53,898-57.4% | $142,382-83.9% |
| Participation rate | 35.7% | 63.7%-28.0pp | 55.0%-19.2pp | 80.1%-44.4pp |
| Annual return | 23.37% | 619.81%-596.4pp | 528.60%-505.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $797 | $1,202-33.7% | $932-14.5% | $4,299-81.5% |
| Participant deferral / active EE | $1,401 | $2,364-40.7% | $1,826-23.3% | $6,507-78.5% |
| Admin fee / account holder | $25 | $2,852-99.1% | $2,491-99.0% | $12,624-99.8% |