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 | $12,161 | $29,660-59.0% | $56,411-78.4% | $80,856-85.0% |
| Participation rate | 10.4% | 41.6%-31.2pp | 52.5%-42.0pp | 67.6%-57.2pp |
| Annual return | 17.31% | 35.23%-17.9pp | 1701.33%-1684.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $192 | $669-71.3% | $1,039-81.5% | $2,755-93.0% |
| Participant deferral / active EE | $442 | $1,226-64.0% | $1,952-77.4% | $4,296-89.7% |
| Admin fee / account holder | $137 | $2,428-94.4% | $2,829-95.2% | $6,918-98.0% |