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 | $34,893 | $138,044-74.7% | $125,339-72.2% | $134,475-74.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 399.76% | 750.33%-350.6pp | 572.05%-172.3pp | 417.96%-18.2pp |
| Employer contribution / active EE | $1,079 | $5,243-79.4% | $4,814-77.6% | $4,740-77.2% |
| Participant deferral / active EE | $9,800 | $7,799+25.7% | $7,446+31.6% | $6,400+53.1% |
| Admin fee / account holder | $163 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |