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 | $13,345 | $31,310-57.4% | $53,898-75.2% | $74,304-82.0% |
| Participation rate | 8.2% | 30.7%-22.5pp | 55.0%-46.8pp | 60.3%-52.2pp |
| Annual return | 25.55% | 23.16%+2.4pp | 528.60%-503.0pp | 29.43%-3.9pp |
| Employer contribution / active EE | $173 | $450-61.5% | $932-81.4% | $2,241-92.3% |
| Participant deferral / active EE | $296 | $934-68.3% | $1,826-83.8% | $3,767-92.1% |
| Admin fee / account holder | $178 | $2,175-91.8% | $2,491-92.9% | $2,969-94.0% |