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 7-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 | $19,704 | $29,319-32.8% | $52,425-62.4% | $82,448-76.1% |
| Participation rate | 54.8% | 46.9%+8.0pp | 55.6%-0.8pp | 68.1%-13.2pp |
| Annual return | 18.76% | 535.20%-516.4pp | 302.12%-283.4pp | 41.64%-22.9pp |
| Employer contribution / active EE | $491 | $586-16.3% | $914-46.3% | $2,551-80.8% |
| Participant deferral / active EE | $1,450 | $1,171+23.8% | $1,790-19.0% | $4,139-65.0% |
| Admin fee / account holder | $135 | $1,962-93.1% | $2,495-94.6% | $7,234-98.1% |