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 | $63,555 | $159,901-60.3% | $146,958-56.8% | $145,922-56.4% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.2%-44.1pp | 80.3%-42.2pp |
| Annual return | 26.16% | 98.13%-72.0pp | 418.34%-392.2pp | 561.29%-535.1pp |
| Employer contribution / active EE | $1,569 | $5,286-70.3% | $4,933-68.2% | $4,660-66.3% |
| Participant deferral / active EE | $3,658 | $8,428-56.6% | $8,070-54.7% | $6,688-45.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |