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 | $21,708 | $29,660-26.8% | $56,411-61.5% | $80,856-73.2% |
| Participation rate | 28.3% | 41.6%-13.3pp | 52.5%-24.2pp | 67.6%-39.3pp |
| Annual return | 19.96% | 35.23%-15.3pp | 1701.33%-1681.4pp | 35.59%-15.6pp |
| Employer contribution / active EE | $386 | $669-42.4% | $1,039-62.9% | $2,755-86.0% |
| Participant deferral / active EE | $1,693 | $1,226+38.1% | $1,952-13.3% | $4,296-60.6% |
| Admin fee / account holder | $85 | $2,428-96.5% | $2,829-97.0% | $6,918-98.8% |