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 5-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 | $9,923 | $30,400-67.4% | $53,898-81.6% | $84,808-88.3% |
| Participation rate | 48.6% | 46.4%+2.2pp | 55.0%-6.3pp | 68.3%-19.7pp |
| Annual return | 23.34% | 500.19%-476.8pp | 528.60%-505.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $387 | $603-35.9% | $932-58.5% | $2,631-85.3% |
| Participant deferral / active EE | $1,576 | $1,199+31.5% | $1,826-13.7% | $4,212-62.6% |
| Admin fee / account holder | $80 | $1,993-96.0% | $2,491-96.8% | $7,344-98.9% |