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 | $22,904 | $96,635-76.3% | $86,612-73.6% | $139,434-83.6% |
| Participation rate | 22.2% | 74.4%-52.2pp | 71.7%-49.5pp | 80.3%-58.1pp |
| Annual return | 10.81% | 106.41%-95.6pp | 591.07%-580.3pp | 372.94%-362.1pp |
| Employer contribution / active EE | $490 | $3,263-85.0% | $3,022-83.8% | $4,751-89.7% |
| Participant deferral / active EE | $1,002 | $4,836-79.3% | $4,438-77.4% | $6,710-85.1% |
| Admin fee / account holder | $125 | $6,408-98.0% | $5,614-97.8% | $11,403-98.9% |