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 | $15,922 | $27,915-43.0% | $58,482-72.8% | $75,163-78.8% |
| Participation rate | 43.5% | 38.8%+4.6pp | 50.9%-7.4pp | 67.2%-23.7pp |
| Annual return | 39.15% | 44.20%-5.1pp | 4239.32%-4200.2pp | 160.62%-121.5pp |
| Employer contribution / active EE | $1,076 | $669+60.9% | $1,053+2.2% | $2,670-59.7% |
| Participant deferral / active EE | $2,064 | $1,201+71.8% | $1,924+7.3% | $4,125-50.0% |
| Admin fee / account holder | $239 | $1,726-86.1% | $2,516-90.5% | $5,651-95.8% |