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 | $72,071-54.3% | $68,368-51.8% | $137,256-76.0% |
| Participation rate | 43.8% | 76.2%-32.5pp | 73.8%-30.0pp | 80.0%-36.2pp |
| Annual return | 26.06% | 353.14%-327.1pp | 292.57%-266.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $767 | $2,788-72.5% | $2,649-71.0% | $4,156-81.5% |
| Participant deferral / active EE | $2,858 | $4,410-35.2% | $4,123-30.7% | $6,407-55.4% |
| Admin fee / account holder | $23 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |