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 | $52,353-60.3% | $120,225-82.7% | $82,448-74.8% |
| Participation rate | 68.0% | 58.3%+9.7pp | 69.6%-1.6pp | 68.1%-0.1pp |
| Annual return | 24.60% | 61.85%-37.3pp | 439.23%-414.6pp | 41.64%-17.0pp |
| Employer contribution / active EE | $1,036 | $1,510-31.4% | $3,475-70.2% | $2,551-59.4% |
| Participant deferral / active EE | $3,523 | $2,627+34.1% | $3,999-11.9% | $4,139-14.9% |
| Admin fee / account holder | $7 | $4,363-99.8% | $5,696-99.9% | $7,234-99.9% |