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 | $21,480 | $70,606-69.6% | $53,898-60.1% | $142,382-84.9% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 26.11% | 619.81%-593.7pp | 528.60%-502.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,009 | $1,202-16.1% | $932+8.2% | $4,299-76.5% |
| Participant deferral / active EE | $3,241 | $2,364+37.1% | $1,826+77.5% | $6,507-50.2% |
| Admin fee / account holder | $58 | $2,852-98.0% | $2,491-97.7% | $12,624-99.5% |