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 | $20,780 | $53,516-61.2% | $126,539-83.6% | $84,808-75.5% |
| Participation rate | 68.0% | 58.2%+9.8pp | 69.8%-1.8pp | 68.3%-0.3pp |
| Annual return | 24.60% | 58.34%-33.7pp | 425.95%-401.3pp | 40.90%-16.3pp |
| Employer contribution / active EE | $1,036 | $1,535-32.5% | $3,674-71.8% | $2,631-60.6% |
| Participant deferral / active EE | $3,523 | $2,671+31.9% | $4,083-13.7% | $4,212-16.4% |
| Admin fee / account holder | $7 | $4,497-99.9% | $6,065-99.9% | $7,344-99.9% |