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 | $17,463 | $48,230-63.8% | $67,502-74.1% | $80,856-78.4% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.6%-17.6pp |
| Annual return | 19.54% | 18.28%+1.3pp | 3512.12%-3492.6pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,041 | $2,020-48.4% | $2,731-61.9% | $2,755-62.2% |
| Participant deferral / active EE | $3,023 | $2,924+3.4% | $4,000-24.4% | $4,296-29.6% |
| Admin fee / account holder | $29 | $3,681-99.2% | $3,998-99.3% | $6,918-99.6% |