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 | $10,336 | $29,319-64.7% | $52,425-80.3% | $82,448-87.5% |
| Participation rate | 39.5% | 46.9%-7.3pp | 55.6%-16.1pp | 68.1%-28.5pp |
| Annual return | 23.89% | 535.20%-511.3pp | 302.12%-278.2pp | 41.64%-17.8pp |
| Employer contribution / active EE | $296 | $586-49.5% | $914-67.6% | $2,551-88.4% |
| Participant deferral / active EE | $599 | $1,171-48.9% | $1,790-66.6% | $4,139-85.5% |
| Admin fee / account holder | $263 | $1,962-86.6% | $2,495-89.5% | $7,234-96.4% |