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 9-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 | $55,686 | $27,915+99.5% | $58,482-4.8% | $75,163-25.9% |
| Participation rate | 32.1% | 38.8%-6.7pp | 50.9%-18.7pp | 67.2%-35.0pp |
| Annual return | 27.03% | 44.20%-17.2pp | 4239.32%-4212.3pp | 160.62%-133.6pp |
| Employer contribution / active EE | $518 | $669-22.5% | $1,053-50.8% | $2,670-80.6% |
| Participant deferral / active EE | $2,274 | $1,201+89.3% | $1,924+18.2% | $4,125-44.9% |
| Admin fee / account holder | $141 | $1,726-91.8% | $2,516-94.4% | $5,651-97.5% |