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 | $3,351 | $29,051-88.5% | $52,425-93.6% | $67,986-95.1% |
| Participation rate | 14.9% | 30.4%-15.6pp | 55.6%-40.7pp | 57.2%-42.3pp |
| Annual return | 43.43% | 24.00%+19.4pp | 302.12%-258.7pp | 31.67%+11.8pp |
| Employer contribution / active EE | $144 | $412-65.0% | $914-84.2% | $2,019-92.9% |
| Participant deferral / active EE | $215 | $873-75.4% | $1,790-88.0% | $3,358-93.6% |
| Admin fee / account holder | $34 | $2,113-98.4% | $2,495-98.6% | $3,203-98.9% |