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 | $34,404 | $74,888-54.1% | $71,209-51.7% | $142,382-75.8% |
| Participation rate | 23.1% | 76.2%-53.1pp | 73.8%-50.7pp | 80.1%-57.0pp |
| Annual return | 24.91% | 345.14%-320.2pp | 282.51%-257.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $737 | $2,854-74.2% | $2,721-72.9% | $4,299-82.8% |
| Participant deferral / active EE | $804 | $4,454-82.0% | $4,175-80.8% | $6,507-87.6% |
| Admin fee / account holder | $108 | $5,568-98.1% | $5,349-98.0% | $12,624-99.1% |