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 | $40,742 | $111,724-63.5% | $93,606-56.5% | $145,922-72.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 42.67% | 202.98%-160.3pp | 133.20%-90.5pp | 561.29%-518.6pp |
| Employer contribution / active EE | $716 | $3,090-76.8% | $2,420-70.4% | $4,660-84.6% |
| Participant deferral / active EE | $9,200 | $4,912+87.3% | $4,411+108.6% | $6,688+37.6% |
| Admin fee / account holder | $22 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |