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 | $14,310 | $29,051-50.7% | $52,425-72.7% | $67,986-79.0% |
| Participation rate | 7.6% | 30.4%-22.8pp | 55.6%-48.0pp | 57.2%-49.6pp |
| Annual return | 76.19% | 24.00%+52.2pp | 302.12%-225.9pp | 31.67%+44.5pp |
| Employer contribution / active EE | $90 | $412-78.2% | $914-90.2% | $2,019-95.5% |
| Participant deferral / active EE | $298 | $873-65.9% | $1,790-83.4% | $3,358-91.1% |
| Admin fee / account holder | $240 | $2,113-88.6% | $2,495-90.4% | $3,203-92.5% |