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 10-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 | $27,886 | $27,915-0.1% | $58,482-52.3% | $75,163-62.9% |
| Participation rate | 22.6% | 38.8%-16.3pp | 50.9%-28.3pp | 67.2%-44.6pp |
| Annual return | 18.92% | 44.20%-25.3pp | 4239.32%-4220.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $274 | $669-59.1% | $1,053-74.0% | $2,670-89.7% |
| Participant deferral / active EE | $818 | $1,201-31.9% | $1,924-57.5% | $4,125-80.2% |
| Admin fee / account holder | $13 | $1,726-99.2% | $2,516-99.5% | $5,651-99.8% |