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 | $28,298 | $58,208-51.4% | $81,812-65.4% | $80,856-65.0% |
| Participation rate | 17.6% | 63.4%-45.8pp | 72.3%-54.7pp | 67.6%-50.0pp |
| Annual return | 15.68% | 41.66%-26.0pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $338 | $2,340-85.6% | $2,912-88.4% | $2,755-87.7% |
| Participant deferral / active EE | $866 | $3,281-73.6% | $4,319-79.9% | $4,296-79.8% |
| Admin fee / account holder | $113 | $4,981-97.7% | $7,386-98.5% | $6,918-98.4% |