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 | $48,803 | $27,915+74.8% | $58,482-16.5% | $75,163-35.1% |
| Participation rate | 8.6% | 38.8%-30.3pp | 50.9%-42.3pp | 67.2%-58.6pp |
| Annual return | 17.85% | 44.20%-26.3pp | 4239.32%-4221.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $93 | $669-86.2% | $1,053-91.2% | $2,670-96.5% |
| Participant deferral / active EE | $1,264 | $1,201+5.2% | $1,924-34.3% | $4,125-69.4% |
| Admin fee / account holder | $165 | $1,726-90.4% | $2,516-93.4% | $5,651-97.1% |