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 | $8,290 | $29,667-72.1% | $56,441-85.3% | $80,874-89.7% |
| Participation rate | 31.0% | 41.7%-10.6pp | 52.5%-21.5pp | 67.6%-36.6pp |
| Annual return | 12.44% | 35.22%-22.8pp | 1704.21%-1691.8pp | 35.62%-23.2pp |
| Employer contribution / active EE | $326 | $669-51.3% | $1,039-68.7% | $2,756-88.2% |
| Participant deferral / active EE | $321 | $1,227-73.9% | $1,953-83.6% | $4,297-92.5% |
| Admin fee / account holder | $118 | $2,429-95.1% | $2,829-95.8% | $6,935-98.3% |