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 | $21,948 | $30,400-27.8% | $53,898-59.3% | $84,808-74.1% |
| Participation rate | 7.5% | 46.4%-38.9pp | 55.0%-47.5pp | 68.3%-60.8pp |
| Annual return | 20.17% | 500.19%-480.0pp | 528.60%-508.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $274 | $603-54.5% | $932-70.6% | $2,631-89.6% |
| Participant deferral / active EE | $335 | $1,199-72.0% | $1,826-81.7% | $4,212-92.0% |
| Admin fee / account holder | $81 | $1,993-95.9% | $2,491-96.8% | $7,344-98.9% |