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 5-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 | $13,423 | $34,932-61.6% | $56,441-76.2% | $74,546-82.0% |
| Participation rate | 28.4% | 32.9%-4.4pp | 52.5%-24.0pp | 67.2%-38.8pp |
| Annual return | 14.56% | 24.90%-10.3pp | 1704.21%-1689.7pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $320 | $608-47.5% | $1,039-69.2% | $2,624-87.8% |
| Participant deferral / active EE | $815 | $1,173-30.5% | $1,953-58.3% | $4,347-81.3% |
| Admin fee / account holder | $19 | $2,359-99.2% | $2,829-99.3% | $1,944-99.0% |