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 | $74,757 | $159,901-53.2% | $146,958-49.1% | $145,922-48.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 13.41% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,392 | $5,286-73.7% | $4,933-71.8% | $4,660-70.1% |
| Participant deferral / active EE | $8,300 | $8,428-1.5% | $8,070+2.9% | $6,688+24.1% |
| Admin fee / account holder | $259 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |