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 | $18,577 | $29,660-37.4% | $56,411-67.1% | $80,856-77.0% |
| Participation rate | 30.2% | 41.6%-11.4pp | 52.5%-22.3pp | 67.6%-37.4pp |
| Annual return | 16.18% | 35.23%-19.1pp | 1701.33%-1685.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $613 | $669-8.4% | $1,039-41.0% | $2,755-77.8% |
| Participant deferral / active EE | $1,401 | $1,226+14.3% | $1,952-28.2% | $4,296-67.4% |
| Admin fee / account holder | $112 | $2,428-95.4% | $2,829-96.0% | $6,918-98.4% |