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 | $29,660-72.0% | $56,411-85.3% | $80,856-89.7% |
| Participation rate | 31.0% | 41.6%-10.6pp | 52.5%-21.4pp | 67.6%-36.6pp |
| Annual return | 12.44% | 35.23%-22.8pp | 1701.33%-1688.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $326 | $669-51.3% | $1,039-68.6% | $2,755-88.2% |
| Participant deferral / active EE | $321 | $1,226-73.9% | $1,952-83.6% | $4,296-92.5% |
| Admin fee / account holder | $118 | $2,428-95.1% | $2,829-95.8% | $6,918-98.3% |