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 | $31,748 | $109,982-71.1% | $97,226-67.3% | $145,922-78.2% |
| Participation rate | 44.4% | 75.9%-31.5pp | 72.7%-28.2pp | 80.3%-35.8pp |
| Annual return | 9.44% | 242.90%-233.5pp | 75.13%-65.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,010 | $3,084-67.3% | $2,729-63.0% | $4,660-78.3% |
| Participant deferral / active EE | $6,154 | $4,676+31.6% | $4,264+44.3% | $6,688-8.0% |
| Admin fee / account holder | $110 | $6,221-98.2% | $5,654-98.1% | $13,397-99.2% |