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 | $16,285 | $27,915-41.7% | $58,482-72.2% | $75,163-78.3% |
| Participation rate | 12.0% | 38.8%-26.8pp | 50.9%-38.9pp | 67.2%-55.2pp |
| Annual return | 27.39% | 44.20%-16.8pp | 4239.32%-4211.9pp | 160.62%-133.2pp |
| Employer contribution / active EE | $314 | $669-53.1% | $1,053-70.2% | $2,670-88.3% |
| Participant deferral / active EE | $631 | $1,201-47.5% | $1,924-67.2% | $4,125-84.7% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |