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 | $67,019 | $148,534-54.9% | $135,903-50.7% | $139,434-51.9% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 20027.51% | 79.19%+19948.3pp | 68.23%+19959.3pp | 372.94%+19654.6pp |
| Employer contribution / active EE | $1,912 | $5,243-63.5% | $4,856-60.6% | $4,751-59.8% |
| Participant deferral / active EE | $3,317 | $8,100-59.1% | $7,758-57.2% | $6,710-50.6% |
| Admin fee / account holder | $201 | $12,400-98.4% | $10,762-98.1% | $11,403-98.2% |