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 | $90,422 | $154,117-41.3% | $129,995-30.4% | $139,434-35.2% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 241.82% | 32.48%+209.3pp | -137.18%+379.0pp | 372.94%-131.1pp |
| Employer contribution / active EE | $4,056 | $5,289-23.3% | $4,320-6.1% | $4,751-14.6% |
| Participant deferral / active EE | $8,807 | $6,710+31.3% | $5,820+51.3% | $6,710+31.3% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |