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 | $149,040-86.1% | $120,225-82.7% | $137,256-84.9% |
| Participation rate | 45.5% | 75.4%-30.0pp | 69.6%-24.1pp | 80.0%-34.5pp |
| Annual return | 20.50% | 605.68%-585.2pp | 439.23%-418.7pp | 220.34%-199.8pp |
| Employer contribution / active EE | $661 | $4,350-84.8% | $3,475-81.0% | $4,156-84.1% |
| Participant deferral / active EE | $1,564 | $4,655-66.4% | $3,999-60.9% | $6,407-75.6% |
| Admin fee / account holder | $76 | $6,348-98.8% | $5,696-98.7% | $12,270-99.4% |