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 3-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 | $8,414 | $30,400-72.3% | $53,898-84.4% | $84,808-90.1% |
| Participation rate | 26.5% | 46.4%-20.0pp | 55.0%-28.5pp | 68.3%-41.8pp |
| Annual return | 21.86% | 500.19%-478.3pp | 528.60%-506.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $280 | $603-53.5% | $932-69.9% | $2,631-89.3% |
| Participant deferral / active EE | $857 | $1,199-28.5% | $1,826-53.1% | $4,212-79.7% |
| Admin fee / account holder | $153 | $1,993-92.3% | $2,491-93.9% | $7,344-97.9% |