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 | $28,174 | $29,660-5.0% | $56,411-50.1% | $80,856-65.2% |
| Participation rate | 6.1% | 41.6%-35.5pp | 52.5%-46.3pp | 67.6%-61.5pp |
| Annual return | 35.15% | 35.23%-0.1pp | 1701.33%-1666.2pp | 35.59%-0.4pp |
| Employer contribution / active EE | $303 | $669-54.7% | $1,039-70.8% | $2,755-89.0% |
| Participant deferral / active EE | $1,023 | $1,226-16.6% | $1,952-47.6% | $4,296-76.2% |
| Admin fee / account holder | $77 | $2,428-96.8% | $2,829-97.3% | $6,918-98.9% |