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 | $36,870 | $111,724-67.0% | $93,606-60.6% | $145,922-74.7% |
| Participation rate | 47.4% | 74.2%-26.8pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | 16.26% | 202.98%-186.7pp | 133.20%-116.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,748 | $3,090-43.4% | $2,420-27.7% | $4,660-62.5% |
| Participant deferral / active EE | $4,004 | $4,912-18.5% | $4,411-9.2% | $6,688-40.1% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |