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 6-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 | $31,251 | $138,044-77.4% | $125,339-75.1% | $134,475-76.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.01% | 750.33%-770.3pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,000 | $5,243-42.8% | $4,814-37.7% | $4,740-36.7% |
| Participant deferral / active EE | $3,000 | $7,799-61.5% | $7,446-59.7% | $6,400-53.1% |
| Admin fee / account holder | $120 | $11,571-99.0% | $10,010-98.8% | $11,426-98.9% |