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 | $37,166 | $70,756-47.5% | $65,493-43.3% | $142,382-73.9% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.1%-55.1pp |
| Annual return | 19.53% | 1754.89%-1735.4pp | 982.45%-962.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,335 | $2,881-53.7% | $2,574-48.2% | $4,299-69.0% |
| Participant deferral / active EE | $1,378 | $4,637-70.3% | $3,961-65.2% | $6,507-78.8% |
| Admin fee / account holder | $214 | $6,559-96.7% | $5,028-95.7% | $12,624-98.3% |