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 | $9,557 | $76,738-87.5% | $56,411-83.1% | $145,922-93.5% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.1pp |
| Annual return | 12.50% | 2994.23%-2981.7pp | 1701.33%-1688.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $809 | $1,380-41.4% | $1,039-22.1% | $4,660-82.6% |
| Participant deferral / active EE | $2,021 | $2,623-22.9% | $1,952+3.6% | $6,688-69.8% |
| Admin fee / account holder | $35 | $3,334-99.0% | $2,829-98.8% | $13,397-99.7% |