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 | $95,630 | $27,915+242.6% | $58,482+63.5% | $75,163+27.2% |
| Participation rate | 11.8% | 38.8%-27.1pp | 50.9%-39.1pp | 67.2%-55.4pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $270 | $669-59.7% | $1,053-74.4% | $2,670-89.9% |
| Participant deferral / active EE | $741 | $1,201-38.3% | $1,924-61.5% | $4,125-82.0% |
| Admin fee / account holder | $251 | $1,726-85.5% | $2,516-90.0% | $5,651-95.6% |