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 | $34,316 | $53,516-35.9% | $126,539-72.9% | $84,808-59.5% |
| Participation rate | 18.5% | 58.2%-39.7pp | 69.8%-51.3pp | 68.3%-49.8pp |
| Annual return | 16.94% | 58.34%-41.4pp | 425.95%-409.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $880 | $2,671-67.1% | $4,083-78.4% | $4,212-79.1% |
| Admin fee / account holder | $20 | $4,497-99.6% | $6,065-99.7% | $7,344-99.7% |