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 | $5,160 | $99,159-94.8% | - | $167,490-96.9% |
| Participation rate | 53.8% | 69.9%-16.1pp | - | 82.1%-28.3pp |
| Annual return | 26.81% | 15.94%+10.9pp | - | 478.56%-451.7pp |
| Employer contribution / active EE | $709 | $3,061-76.8% | - | $4,837-85.3% |
| Participant deferral / active EE | $1,352 | $4,624-70.8% | - | $6,341-78.7% |
| Admin fee / account holder | $128 | $3,125-95.9% | - | $12,309-99.0% |