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 4-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 | $15,044 | $57,281-73.7% | $86,612-82.6% | $75,163-80.0% |
| Participation rate | 42.3% | 63.2%-20.9pp | 71.7%-29.4pp | 67.2%-24.9pp |
| Annual return | 46.73% | 2670.75%-2624.0pp | 591.07%-544.3pp | 160.62%-113.9pp |
| Employer contribution / active EE | $1,484 | $2,314-35.9% | $3,022-50.9% | $2,670-44.4% |
| Participant deferral / active EE | $3,496 | $3,318+5.4% | $4,438-21.2% | $4,125-15.2% |
| Admin fee / account holder | $284 | $4,112-93.1% | $5,614-94.9% | $5,651-95.0% |