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 | $2,009 | $22,587-91.1% | $65,255-96.9% | $75,163-97.3% |
| Participation rate | 67.3% | 63.1%+4.2pp | 65.0%+2.3pp | 67.2%+0.1pp |
| Annual return | 100.57% | 71.03%+29.5pp | 47.35%+53.2pp | 160.62%-60.1pp |
| Employer contribution / active EE | $595 | $941-36.7% | $1,691-64.8% | $2,670-77.7% |
| Participant deferral / active EE | $1,184 | $1,695-30.1% | $2,831-58.2% | $4,125-71.3% |
| Admin fee / account holder | $18 | $1,876-99.1% | $4,112-99.6% | $5,651-99.7% |