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 6-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 | $17,482 | $34,934-50.0% | $56,411-69.0% | $74,495-76.5% |
| Participation rate | 8.3% | 32.8%-24.6pp | 52.5%-44.2pp | 67.2%-58.9pp |
| Annual return | 13.41% | 25.94%-12.5pp | 1701.33%-1687.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $328 | $609-46.1% | $1,039-68.4% | $2,623-87.5% |
| Participant deferral / active EE | $829 | $1,170-29.2% | $1,952-57.5% | $4,346-80.9% |
| Admin fee / account holder | $74 | $2,364-96.9% | $2,829-97.4% | $1,942-96.2% |