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 | $12,957 | $31,310-58.6% | $53,898-76.0% | $74,304-82.6% |
| Participation rate | 14.3% | 30.7%-16.4pp | 55.0%-40.7pp | 60.3%-46.1pp |
| Annual return | 22.01% | 23.16%-1.1pp | 528.60%-506.6pp | 29.43%-7.4pp |
| Employer contribution / active EE | $212 | $450-52.9% | $932-77.3% | $2,241-90.6% |
| Participant deferral / active EE | $326 | $934-65.1% | $1,826-82.2% | $3,767-91.3% |
| Admin fee / account holder | $33 | $2,175-98.5% | $2,491-98.7% | $2,969-98.9% |