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 5-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 | $29,375 | $70,756-58.5% | $65,493-55.1% | $142,382-79.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 26.11% | 1754.89%-1728.8pp | 982.45%-956.3pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,368 | $2,881-52.5% | $2,574-46.8% | $4,299-68.2% |
| Participant deferral / active EE | $5,405 | $4,637+16.6% | $3,961+36.5% | $6,507-16.9% |
| Admin fee / account holder | $97 | $6,559-98.5% | $5,028-98.1% | $12,624-99.2% |