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 | $7,828 | $30,400-74.3% | $53,898-85.5% | $84,808-90.8% |
| Participation rate | 62.0% | 46.4%+15.6pp | 55.0%+7.1pp | 68.3%-6.3pp |
| Annual return | 21.14% | 500.19%-479.0pp | 528.60%-507.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $335 | $603-44.4% | $932-64.0% | $2,631-87.3% |
| Participant deferral / active EE | $735 | $1,199-38.7% | $1,826-59.7% | $4,212-82.5% |
| Admin fee / account holder | $251 | $1,993-87.4% | $2,491-89.9% | $7,344-96.6% |