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 | $6,117 | $29,660-79.4% | $56,411-89.2% | $80,856-92.4% |
| Participation rate | 52.3% | 41.6%+10.6pp | 52.5%-0.2pp | 67.6%-15.4pp |
| Annual return | 26.94% | 35.23%-8.3pp | 1701.33%-1674.4pp | 35.59%-8.7pp |
| Employer contribution / active EE | $369 | $669-44.9% | $1,039-64.5% | $2,755-86.6% |
| Participant deferral / active EE | $1,095 | $1,226-10.7% | $1,952-43.9% | $4,296-74.5% |
| Admin fee / account holder | $30 | $2,428-98.8% | $2,829-98.9% | $6,918-99.6% |