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 | $53,040 | $109,982-51.8% | $97,226-45.4% | $145,922-63.7% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 17.03% | 242.90%-225.9pp | 75.13%-58.1pp | 561.29%-544.3pp |
| Employer contribution / active EE | $613 | $3,084-80.1% | $2,729-77.5% | $4,660-86.8% |
| Participant deferral / active EE | $5,856 | $4,676+25.2% | $4,264+37.3% | $6,688-12.4% |
| Admin fee / account holder | $194 | $6,221-96.9% | $5,654-96.6% | $13,397-98.6% |