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 | $2,842 | $29,319-90.3% | $52,425-94.6% | $82,448-96.6% |
| Participation rate | 64.6% | 46.9%+17.7pp | 55.6%+8.9pp | 68.1%-3.5pp |
| Annual return | 15.44% | 535.20%-519.8pp | 302.12%-286.7pp | 41.64%-26.2pp |
| Employer contribution / active EE | $178 | $586-69.6% | $914-80.5% | $2,551-93.0% |
| Participant deferral / active EE | $283 | $1,171-75.8% | $1,790-84.2% | $4,139-93.2% |
| Admin fee / account holder | $109 | $1,962-94.4% | $2,495-95.6% | $7,234-98.5% |