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 | $11,038 | $31,310-64.7% | $53,898-79.5% | $74,304-85.1% |
| Participation rate | 20.8% | 30.7%-9.8pp | 55.0%-34.1pp | 60.3%-39.5pp |
| Annual return | 24.45% | 23.16%+1.3pp | 528.60%-504.2pp | 29.43%-5.0pp |
| Employer contribution / active EE | $171 | $450-61.9% | $932-81.6% | $2,241-92.3% |
| Participant deferral / active EE | $550 | $934-41.1% | $1,826-69.9% | $3,767-85.4% |
| Admin fee / account holder | $5 | $2,175-99.8% | $2,491-99.8% | $2,969-99.8% |