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 6-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 | $40,839 | $29,660+37.7% | $56,411-27.6% | $80,856-49.5% |
| Participation rate | 19.4% | 41.6%-22.3pp | 52.5%-33.1pp | 67.6%-48.3pp |
| Annual return | 16.41% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $369 | $669-44.9% | $1,039-64.5% | $2,755-86.6% |
| Participant deferral / active EE | $1,805 | $1,226+47.2% | $1,952-7.5% | $4,296-58.0% |
| Admin fee / account holder | $1 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |