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 | $13,180 | $70,606-81.3% | $53,898-75.5% | $142,382-90.7% |
| Participation rate | 30.4% | 63.7%-33.3pp | 55.0%-24.5pp | 80.1%-49.7pp |
| Annual return | 30.06% | 619.81%-589.7pp | 528.60%-498.5pp | 217.08%-187.0pp |
| Employer contribution / active EE | $139 | $1,202-88.4% | $932-85.1% | $4,299-96.8% |
| Participant deferral / active EE | $1,821 | $2,364-23.0% | $1,826-0.3% | $6,507-72.0% |
| Admin fee / account holder | $61 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |