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 5-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 | $11,247 | $30,400-63.0% | $53,898-79.1% | $84,808-86.7% |
| Participation rate | 32.6% | 46.4%-13.8pp | 55.0%-22.4pp | 68.3%-35.7pp |
| Annual return | 18.92% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $181 | $603-70.0% | $932-80.6% | $2,631-93.1% |
| Participant deferral / active EE | $420 | $1,199-65.0% | $1,826-77.0% | $4,212-90.0% |
| Admin fee / account holder | $140 | $1,993-93.0% | $2,491-94.4% | $7,344-98.1% |