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 | $32,930 | $74,888-56.0% | $71,209-53.8% | $142,382-76.9% |
| Participation rate | 43.8% | 76.2%-32.5pp | 73.8%-30.0pp | 80.1%-36.4pp |
| Annual return | 26.06% | 345.14%-319.1pp | 282.51%-256.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $767 | $2,854-73.1% | $2,721-71.8% | $4,299-82.1% |
| Participant deferral / active EE | $2,858 | $4,454-35.8% | $4,175-31.5% | $6,507-56.1% |
| Admin fee / account holder | $23 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |