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 | $24,974 | $27,915-10.5% | $58,482-57.3% | $75,163-66.8% |
| Participation rate | 19.2% | 38.8%-19.6pp | 50.9%-31.6pp | 67.2%-48.0pp |
| Annual return | 34.34% | 44.20%-9.9pp | 4239.32%-4205.0pp | 160.62%-126.3pp |
| Employer contribution / active EE | $347 | $669-48.2% | $1,053-67.1% | $2,670-87.0% |
| Participant deferral / active EE | $1,920 | $1,201+59.8% | $1,924-0.2% | $4,125-53.5% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |