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 | $19,911 | $68,097-70.8% | $62,929-68.4% | $137,256-85.5% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 21.91% | 1859.11%-1837.2pp | 1063.93%-1042.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $779 | $2,811-72.3% | $2,505-68.9% | $4,156-81.3% |
| Participant deferral / active EE | $2,333 | $4,553-48.8% | $3,888-40.0% | $6,407-63.6% |
| Admin fee / account holder | $74 | $6,521-98.9% | $5,065-98.5% | $12,270-99.4% |