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 3-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 | $32,811 | $111,724-70.6% | $93,606-64.9% | $145,922-77.5% |
| Participation rate | 26.1% | 74.2%-48.1pp | 68.7%-42.6pp | 80.3%-54.2pp |
| Annual return | 26.82% | 202.98%-176.2pp | 133.20%-106.4pp | 561.29%-534.5pp |
| Employer contribution / active EE | $944 | $3,090-69.4% | $2,420-61.0% | $4,660-79.7% |
| Participant deferral / active EE | $2,523 | $4,912-48.6% | $4,411-42.8% | $6,688-62.3% |
| Admin fee / account holder | $85 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |