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 | $15,389 | $29,660-48.1% | $56,411-72.7% | $80,856-81.0% |
| Participation rate | 25.4% | 41.6%-16.3pp | 52.5%-27.1pp | 67.6%-42.2pp |
| Annual return | 20.54% | 35.23%-14.7pp | 1701.33%-1680.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,199 | $669+79.1% | $1,039+15.4% | $2,755-56.5% |
| Participant deferral / active EE | $1,722 | $1,226+40.4% | $1,952-11.8% | $4,296-59.9% |
| Admin fee / account holder | $39 | $2,428-98.4% | $2,829-98.6% | $6,918-99.4% |