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 | $27,289 | $27,915-2.2% | $58,482-53.3% | $75,163-63.7% |
| Participation rate | 41.4% | 38.8%+2.5pp | 50.9%-9.5pp | 67.2%-25.8pp |
| Annual return | 16.73% | 44.20%-27.5pp | 4239.32%-4222.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,062 | $669+58.8% | $1,053+0.8% | $2,670-60.2% |
| Participant deferral / active EE | $2,616 | $1,201+117.7% | $1,924+36.0% | $4,125-36.6% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |