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 | $19,513 | $52,353-62.7% | $120,225-83.8% | $82,448-76.3% |
| Participation rate | 19.4% | 58.3%-38.9pp | 69.6%-50.1pp | 68.1%-48.6pp |
| Annual return | 23.36% | 61.85%-38.5pp | 439.23%-415.9pp | 41.64%-18.3pp |
| Employer contribution / active EE | $399 | $1,510-73.6% | $3,475-88.5% | $2,551-84.3% |
| Participant deferral / active EE | $680 | $2,627-74.1% | $3,999-83.0% | $4,139-83.6% |
| Admin fee / account holder | $153 | $4,363-96.5% | $5,696-97.3% | $7,234-97.9% |