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 | $37,788 | $27,915+35.4% | $58,482-35.4% | $75,163-49.7% |
| Participation rate | 8.0% | 38.8%-30.8pp | 50.9%-42.9pp | 67.2%-59.2pp |
| Annual return | 45.44% | 44.20%+1.2pp | 4239.32%-4193.9pp | 160.62%-115.2pp |
| Employer contribution / active EE | $432 | $669-35.4% | $1,053-58.9% | $2,670-83.8% |
| Participant deferral / active EE | $1,960 | $1,201+63.2% | $1,924+1.9% | $4,125-52.5% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |