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 | $50,185 | $29,660+69.2% | $56,411-11.0% | $80,856-37.9% |
| Participation rate | 3.4% | 41.6%-38.2pp | 52.5%-49.0pp | 67.6%-64.2pp |
| Annual return | 12.43% | 35.23%-22.8pp | 1701.33%-1688.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,052 | $1,226-14.2% | $1,952-46.1% | $4,296-75.5% |
| Admin fee / account holder | $184 | $2,428-92.4% | $2,829-93.5% | $6,918-97.3% |