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 | $10,737 | $81,625-86.8% | $58,482-81.6% | $139,434-92.3% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 21.00% | 7404.20%-7383.2pp | 4239.32%-4218.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $810 | $1,398-42.1% | $1,053-23.1% | $4,751-83.0% |
| Participant deferral / active EE | $1,308 | $2,557-48.9% | $1,924-32.0% | $6,710-80.5% |
| Admin fee / account holder | $91 | $3,265-97.2% | $2,516-96.4% | $11,403-99.2% |