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 | $23,173 | $110,502-79.0% | $80,716-71.3% | $167,490-86.2% |
| Participation rate | 37.5% | 64.0%-26.5pp | 54.2%-16.7pp | 82.1%-44.6pp |
| Annual return | 36.17% | 120.54%-84.4pp | 87.28%-51.1pp | 478.56%-442.4pp |
| Employer contribution / active EE | $813 | $1,543-47.3% | $1,160-29.9% | $4,837-83.2% |
| Participant deferral / active EE | $2,632 | $2,871-8.3% | $2,146+22.7% | $6,341-58.5% |
| Admin fee / account holder | $18 | $4,545-99.6% | $3,380-99.5% | $12,309-99.9% |