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 | $18,134 | $55,415-67.3% | $155,509-88.3% | $74,495-75.7% |
| Participation rate | 39.1% | 61.9%-22.8pp | 78.2%-39.1pp | 67.2%-28.1pp |
| Annual return | 16.76% | 268.50%-251.7pp | 64.67%-47.9pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $388 | $2,267-82.9% | $4,672-91.7% | $2,623-85.2% |
| Participant deferral / active EE | $1,360 | $2,836-52.1% | $5,626-75.8% | $4,346-68.7% |
| Admin fee / account holder | $230 | $1,738-86.8% | $15,912-98.6% | $1,942-88.1% |