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 | $19,100 | $49,173-61.2% | $121,098-84.2% | $75,163-74.6% |
| Participation rate | 24.5% | 55.4%-30.9pp | 69.5%-45.0pp | 67.2%-42.7pp |
| Annual return | 20.83% | 55.99%-35.2pp | 985.75%-964.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $465 | $1,546-69.9% | $4,164-88.8% | $2,670-82.6% |
| Participant deferral / active EE | $1,230 | $2,628-53.2% | $4,080-69.9% | $4,125-70.2% |
| Admin fee / account holder | $232 | $3,942-94.1% | $5,644-95.9% | $5,651-95.9% |