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 | $21,747 | $109,817-80.2% | $98,442-77.9% | $167,490-87.0% |
| Participation rate | 10.5% | 75.8%-65.3pp | 73.3%-62.8pp | 82.1%-71.6pp |
| Annual return | 26.58% | 1956.69%-1930.1pp | 1492.73%-1466.1pp | 478.56%-452.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,250 | $4,673-73.3% | $4,276-70.8% | $6,341-80.3% |
| Admin fee / account holder | $72 | $6,753-98.9% | $5,949-98.8% | $12,309-99.4% |