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 | $34,514 | $123,909-72.1% | $69,647-50.4% | $145,922-76.3% |
| Participation rate | 35.3% | 69.2%-33.9pp | 66.5%-31.2pp | 80.3%-45.0pp |
| Annual return | 24.03% | 190.55%-166.5pp | 100.48%-76.5pp | 561.29%-537.3pp |
| Employer contribution / active EE | $468 | $2,682-82.5% | $1,712-72.6% | $4,660-89.9% |
| Participant deferral / active EE | $1,569 | $4,236-63.0% | $2,886-45.6% | $6,688-76.5% |
| Admin fee / account holder | $140 | $7,863-98.2% | $4,713-97.0% | $13,397-99.0% |