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 | $20,740 | $158,398-86.9% | $126,539-83.6% | $142,382-85.4% |
| Participation rate | 45.5% | 75.8%-30.4pp | 69.8%-24.4pp | 80.1%-34.7pp |
| Annual return | 20.50% | 593.76%-573.3pp | 425.95%-405.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $661 | $4,650-85.8% | $3,674-82.0% | $4,299-84.6% |
| Participant deferral / active EE | $1,564 | $4,767-67.2% | $4,083-61.7% | $6,507-76.0% |
| Admin fee / account holder | $76 | $6,918-98.9% | $6,065-98.7% | $12,624-99.4% |