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 | $21,496 | $53,516-59.8% | $126,539-83.0% | $84,808-74.7% |
| Participation rate | 20.7% | 58.2%-37.6pp | 69.8%-49.1pp | 68.3%-47.6pp |
| Annual return | 21.87% | 58.34%-36.5pp | 425.95%-404.1pp | 40.90%-19.0pp |
| Employer contribution / active EE | $811 | $1,535-47.2% | $3,674-77.9% | $2,631-69.2% |
| Participant deferral / active EE | $1,399 | $2,671-47.6% | $4,083-65.7% | $4,212-66.8% |
| Admin fee / account holder | $245 | $4,497-94.6% | $6,065-96.0% | $7,344-96.7% |