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 | $14,063 | $57,281-75.4% | $86,612-83.8% | $75,163-81.3% |
| Participation rate | 22.0% | 63.2%-41.2pp | 71.7%-49.7pp | 67.2%-45.2pp |
| Annual return | 21.15% | 2670.75%-2649.6pp | 591.07%-569.9pp | 160.62%-139.5pp |
| Employer contribution / active EE | $294 | $2,314-87.3% | $3,022-90.3% | $2,670-89.0% |
| Participant deferral / active EE | $1,756 | $3,318-47.1% | $4,438-60.4% | $4,125-57.4% |
| Admin fee / account holder | $57 | $4,112-98.6% | $5,614-99.0% | $5,651-99.0% |