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 | $19,563 | $27,915-29.9% | $58,482-66.5% | $75,163-74.0% |
| Participation rate | 28.6% | 38.8%-10.3pp | 50.9%-22.3pp | 67.2%-38.6pp |
| Annual return | 21.23% | 44.20%-23.0pp | 4239.32%-4218.1pp | 160.62%-139.4pp |
| Employer contribution / active EE | $975 | $669+45.7% | $1,053-7.4% | $2,670-63.5% |
| Participant deferral / active EE | $2,253 | $1,201+87.5% | $1,924+17.1% | $4,125-45.4% |
| Admin fee / account holder | $38 | $1,726-97.8% | $2,516-98.5% | $5,651-99.3% |