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 | $64,176 | $96,635-33.6% | $86,612-25.9% | $139,434-54.0% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 36.08% | 106.41%-70.3pp | 591.07%-555.0pp | 372.94%-336.9pp |
| Employer contribution / active EE | $3,221 | $3,263-1.3% | $3,022+6.6% | $4,751-32.2% |
| Participant deferral / active EE | $4,758 | $4,836-1.6% | $4,438+7.2% | $6,710-29.1% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |