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 | $46,272 | $133,922-65.4% | $116,228-60.2% | $142,382-67.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 21.66% | 147.76%-126.1pp | 90.06%-68.4pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,857 | $3,446-46.1% | $2,994-38.0% | $4,299-56.8% |
| Participant deferral / active EE | $4,658 | $5,672-17.9% | $4,953-6.0% | $6,507-28.4% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |