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 | $13,974 | $70,606-80.2% | $53,898-74.1% | $142,382-90.2% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 47.14% | 619.81%-572.7pp | 528.60%-481.5pp | 217.08%-169.9pp |
| Employer contribution / active EE | $319 | $1,202-73.4% | $932-65.8% | $4,299-92.6% |
| Participant deferral / active EE | $544 | $2,364-77.0% | $1,826-70.2% | $6,507-91.6% |
| Admin fee / account holder | $66 | $2,852-97.7% | $2,491-97.4% | $12,624-99.5% |