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 | $16,396 | $29,660-44.7% | $56,411-70.9% | $80,856-79.7% |
| Participation rate | 57.1% | 41.6%+15.5pp | 52.5%+4.7pp | 67.6%-10.5pp |
| Annual return | 14.17% | 35.23%-21.1pp | 1701.33%-1687.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $718 | $669+7.3% | $1,039-30.9% | $2,755-73.9% |
| Participant deferral / active EE | $1,620 | $1,226+32.2% | $1,952-17.0% | $4,296-62.3% |
| Admin fee / account holder | $209 | $2,428-91.4% | $2,829-92.6% | $6,918-97.0% |