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 | $14,662 | $61,272-76.1% | $149,673-90.2% | $71,457-79.5% |
| Participation rate | 23.0% | 62.5%-39.5pp | 78.8%-55.7pp | 67.9%-44.9pp |
| Annual return | 1247.71% | 35.85%+1211.9pp | 134.42%+1113.3pp | 28.85%+1218.9pp |
| Employer contribution / active EE | $1,066 | $2,378-55.2% | $4,818-77.9% | $2,588-58.8% |
| Participant deferral / active EE | $987 | $2,917-66.2% | $5,680-82.6% | $4,289-77.0% |
| Admin fee / account holder | $295 | $1,261-76.6% | $13,210-97.8% | $1,587-81.4% |