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 | $8,617 | $70,756-87.8% | $65,493-86.8% | $142,382-93.9% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.1%-17.6pp |
| Annual return | 25.82% | 1754.89%-1729.1pp | 982.45%-956.6pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,038 | $2,881-64.0% | $2,574-59.7% | $4,299-75.9% |
| Participant deferral / active EE | $1,290 | $4,637-72.2% | $3,961-67.4% | $6,507-80.2% |
| Admin fee / account holder | $100 | $6,559-98.5% | $5,028-98.0% | $12,624-99.2% |