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 4-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 | $28,523 | $29,660-3.8% | $56,411-49.4% | $80,856-64.7% |
| Participation rate | 16.0% | 41.6%-25.6pp | 52.5%-36.5pp | 67.6%-51.6pp |
| Annual return | 20.22% | 35.23%-15.0pp | 1701.33%-1681.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $298 | $669-55.4% | $1,039-71.3% | $2,755-89.2% |
| Participant deferral / active EE | $1,511 | $1,226+23.3% | $1,952-22.6% | $4,296-64.8% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |