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 | $3,347 | $30,400-89.0% | $53,898-93.8% | $84,808-96.1% |
| Participation rate | 54.0% | 46.4%+7.6pp | 55.0%-1.0pp | 68.3%-14.3pp |
| Annual return | 24.21% | 500.19%-476.0pp | 528.60%-504.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $410 | $603-32.0% | $932-56.0% | $2,631-84.4% |
| Participant deferral / active EE | $509 | $1,199-57.6% | $1,826-72.1% | $4,212-87.9% |
| Admin fee / account holder | $197 | $1,993-90.1% | $2,491-92.1% | $7,344-97.3% |