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 | $31,573 | $70,606-55.3% | $53,898-41.4% | $142,382-77.8% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 17.61% | 619.81%-602.2pp | 528.60%-511.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $579 | $1,202-51.8% | $932-37.8% | $4,299-86.5% |
| Participant deferral / active EE | $1,446 | $2,364-38.8% | $1,826-20.8% | $6,507-77.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |