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 | $35,073 | $30,400+15.4% | $53,898-34.9% | $84,808-58.6% |
| Participation rate | 17.9% | 46.4%-28.5pp | 55.0%-37.0pp | 68.3%-50.4pp |
| Annual return | 19.97% | 500.19%-480.2pp | 528.60%-508.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $304 | $603-49.5% | $932-67.3% | $2,631-88.4% |
| Participant deferral / active EE | $761 | $1,199-36.5% | $1,826-58.3% | $4,212-81.9% |
| Admin fee / account holder | $196 | $1,993-90.2% | $2,491-92.1% | $7,344-97.3% |