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 6-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 | $11,201 | $39,019-71.3% | $80,716-86.1% | $85,850-87.0% |
| Participation rate | 23.5% | 41.5%-18.0pp | 54.2%-30.6pp | 69.3%-45.8pp |
| Annual return | 27.67% | 26.27%+1.4pp | 87.28%-59.6pp | 318.53%-290.9pp |
| Employer contribution / active EE | $281 | $722-61.1% | $1,160-75.8% | $2,565-89.1% |
| Participant deferral / active EE | $1,227 | $1,326-7.4% | $2,146-42.8% | $3,952-69.0% |
| Admin fee / account holder | $89 | $2,431-96.3% | $3,380-97.4% | $6,260-98.6% |