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 | $5,639 | $29,660-81.0% | $56,411-90.0% | $80,856-93.0% |
| Participation rate | 50.0% | 41.6%+8.4pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | 17.22% | 35.23%-18.0pp | 1701.33%-1684.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,540 | $1,226+25.6% | $1,952-21.1% | $4,296-64.2% |
| Admin fee / account holder | $266 | $2,428-89.1% | $2,829-90.6% | $6,918-96.2% |