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 | $65,114 | $133,922-51.4% | $116,228-44.0% | $142,382-54.3% |
| Participation rate | 26.7% | 77.9%-51.2pp | 74.6%-47.9pp | 80.1%-53.5pp |
| Annual return | 21.36% | 147.76%-126.4pp | 90.06%-68.7pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,066 | $3,446-69.1% | $2,994-64.4% | $4,299-75.2% |
| Participant deferral / active EE | $3,294 | $5,672-41.9% | $4,953-33.5% | $6,507-49.4% |
| Admin fee / account holder | $236 | $14,945-98.4% | $11,989-98.0% | $12,624-98.1% |