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 | $17,446 | $96,635-81.9% | $86,612-79.9% | $139,434-87.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 160.98% | 106.41%+54.6pp | 591.07%-430.1pp | 372.94%-212.0pp |
| Employer contribution / active EE | $2,221 | $3,263-31.9% | $3,022-26.5% | $4,751-53.3% |
| Participant deferral / active EE | $2,577 | $4,836-46.7% | $4,438-41.9% | $6,710-61.6% |
| Admin fee / account holder | $300 | $6,408-95.3% | $5,614-94.7% | $11,403-97.4% |