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 | $13,734 | $39,019-64.8% | $80,716-83.0% | $85,850-84.0% |
| Participation rate | 38.2% | 41.5%-3.4pp | 54.2%-16.0pp | 69.3%-31.1pp |
| Annual return | 35.64% | 26.27%+9.4pp | 87.28%-51.6pp | 318.53%-282.9pp |
| Employer contribution / active EE | $685 | $722-5.1% | $1,160-40.9% | $2,565-73.3% |
| Participant deferral / active EE | $1,560 | $1,326+17.7% | $2,146-27.3% | $3,952-60.5% |
| Admin fee / account holder | $264 | $2,431-89.1% | $3,380-92.2% | $6,260-95.8% |