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 | $19,431 | $70,606-72.5% | $53,898-63.9% | $142,382-86.4% |
| Participation rate | 28.6% | 63.7%-35.1pp | 55.0%-26.4pp | 80.1%-51.5pp |
| Annual return | 23.51% | 619.81%-596.3pp | 528.60%-505.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $601 | $1,202-50.0% | $932-35.5% | $4,299-86.0% |
| Participant deferral / active EE | $1,388 | $2,364-41.3% | $1,826-24.0% | $6,507-78.7% |
| Admin fee / account holder | $105 | $2,852-96.3% | $2,491-95.8% | $12,624-99.2% |