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 | $18,827 | $55,415-66.0% | $155,509-87.9% | $74,495-74.7% |
| Participation rate | 27.6% | 61.9%-34.3pp | 78.2%-50.6pp | 67.2%-39.6pp |
| Annual return | 36.49% | 268.50%-232.0pp | 64.67%-28.2pp | 1364.94%-1328.5pp |
| Employer contribution / active EE | $854 | $2,267-62.3% | $4,672-81.7% | $2,623-67.4% |
| Participant deferral / active EE | $1,559 | $2,836-45.0% | $5,626-72.3% | $4,346-64.1% |
| Admin fee / account holder | $118 | $1,738-93.2% | $15,912-99.3% | $1,942-93.9% |