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 | $22,431 | $154,117-85.4% | $129,995-82.7% | $139,434-83.9% |
| Participation rate | 61.1% | 82.0%-20.8pp | 78.5%-17.4pp | 80.3%-19.2pp |
| Annual return | 40.07% | 32.48%+7.6pp | -137.18%+177.2pp | 372.94%-332.9pp |
| Employer contribution / active EE | $6,408 | $5,289+21.2% | $4,320+48.4% | $4,751+34.9% |
| Participant deferral / active EE | $6,778 | $6,710+1.0% | $5,820+16.5% | $6,710+1.0% |
| Admin fee / account holder | $137 | $14,007-99.0% | $10,614-98.7% | $11,403-98.8% |