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 | $49,617 | $210,648-76.4% | $177,989-72.1% | $145,922-66.0% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 10.68% | 385.86%-375.2pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $908 | $4,565-80.1% | $3,949-77.0% | $4,660-80.5% |
| Participant deferral / active EE | $4,724 | $6,958-32.1% | $6,276-24.7% | $6,688-29.4% |
| Admin fee / account holder | $209 | $12,013-98.3% | $10,363-98.0% | $13,397-98.4% |