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 | $33,359 | $29,319+13.8% | $52,425-36.4% | $82,448-59.5% |
| Participation rate | 4.2% | 46.9%-42.6pp | 55.6%-51.4pp | 68.1%-63.8pp |
| Annual return | 20.77% | 535.20%-514.4pp | 302.12%-281.4pp | 41.64%-20.9pp |
| Employer contribution / active EE | $91 | $586-84.5% | $914-90.0% | $2,551-96.4% |
| Participant deferral / active EE | $340 | $1,171-71.0% | $1,790-81.0% | $4,139-91.8% |
| Admin fee / account holder | $254 | $1,962-87.0% | $2,495-89.8% | $7,234-96.5% |