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 | $27,006 | $96,635-72.1% | $86,612-68.8% | $139,434-80.6% |
| Participation rate | 16.7% | 74.4%-57.7pp | 71.7%-55.0pp | 80.3%-63.7pp |
| Annual return | 64.75% | 106.41%-41.7pp | 591.07%-526.3pp | 372.94%-308.2pp |
| Employer contribution / active EE | $1,538 | $3,263-52.9% | $3,022-49.1% | $4,751-67.6% |
| Participant deferral / active EE | $1,538 | $4,836-68.2% | $4,438-65.3% | $6,710-77.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |