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 | $30,353 | $76,738-60.4% | $56,411-46.2% | $145,922-79.2% |
| Participation rate | 30.4% | 63.2%-32.8pp | 52.5%-22.0pp | 80.3%-49.8pp |
| Annual return | 13.11% | 2994.23%-2981.1pp | 1701.33%-1688.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $719 | $1,380-47.9% | $1,039-30.8% | $4,660-84.6% |
| Participant deferral / active EE | $1,544 | $2,623-41.1% | $1,952-20.9% | $6,688-76.9% |
| Admin fee / account holder | $281 | $3,334-91.6% | $2,829-90.1% | $13,397-97.9% |