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 3-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 | $3,740 | $29,660-87.4% | $56,411-93.4% | $80,856-95.4% |
| Participation rate | 67.6% | 41.6%+25.9pp | 52.5%+15.1pp | 67.6%-0.1pp |
| Annual return | 24.67% | 35.23%-10.6pp | 1701.33%-1676.7pp | 35.59%-10.9pp |
| Employer contribution / active EE | $632 | $669-5.6% | $1,039-39.2% | $2,755-77.1% |
| Participant deferral / active EE | $1,276 | $1,226+4.0% | $1,952-34.6% | $4,296-70.3% |
| Admin fee / account holder | $68 | $2,428-97.2% | $2,829-97.6% | $6,918-99.0% |