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 | $49,941 | $58,264-14.3% | $86,612-42.3% | $71,457-30.1% |
| Participation rate | 20.7% | 65.0%-44.3pp | 71.7%-51.0pp | 67.9%-47.2pp |
| Annual return | 151.71% | 21.63%+130.1pp | 591.07%-439.4pp | 28.85%+122.9pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,339 | $3,436-31.9% | $4,438-47.3% | $4,289-45.5% |
| Admin fee / account holder | $59 | $1,057-94.4% | $5,614-99.0% | $1,587-96.3% |