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 | $27,546 | $27,915-1.3% | $58,482-52.9% | $75,163-63.4% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 27.59% | 44.20%-16.6pp | 4239.32%-4211.7pp | 160.62%-133.0pp |
| Employer contribution / active EE | $317 | $669-52.6% | $1,053-69.9% | $2,670-88.1% |
| Participant deferral / active EE | $1,269 | $1,201+5.6% | $1,924-34.1% | $4,125-69.2% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |