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 | $14,205 | $30,400-53.3% | $53,898-73.6% | $84,808-83.3% |
| Participation rate | 29.2% | 46.4%-17.2pp | 55.0%-25.7pp | 68.3%-39.1pp |
| Annual return | 20.14% | 500.19%-480.0pp | 528.60%-508.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $371 | $603-38.5% | $932-60.2% | $2,631-85.9% |
| Participant deferral / active EE | $780 | $1,199-34.9% | $1,826-57.3% | $4,212-81.5% |
| Admin fee / account holder | $110 | $1,993-94.5% | $2,491-95.6% | $7,344-98.5% |