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 | $13,702 | $81,625-83.2% | $58,482-76.6% | $139,434-90.2% |
| Participation rate | 11.8% | 61.3%-49.6pp | 50.9%-39.1pp | 80.3%-68.6pp |
| Annual return | 22.88% | 7404.20%-7381.3pp | 4239.32%-4216.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $266 | $1,398-81.0% | $1,053-74.7% | $4,751-94.4% |
| Participant deferral / active EE | $309 | $2,557-87.9% | $1,924-83.9% | $6,710-95.4% |
| Admin fee / account holder | $48 | $3,265-98.5% | $2,516-98.1% | $11,403-99.6% |