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 | $25,167 | $70,756-64.4% | $65,493-61.6% | $142,382-82.3% |
| Participation rate | 38.5% | 77.4%-38.9pp | 73.1%-34.6pp | 80.1%-41.7pp |
| Annual return | 20.73% | 1754.89%-1734.2pp | 982.45%-961.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $575 | $2,881-80.0% | $2,574-77.7% | $4,299-86.6% |
| Participant deferral / active EE | $1,379 | $4,637-70.3% | $3,961-65.2% | $6,507-78.8% |
| Admin fee / account holder | $231 | $6,559-96.5% | $5,028-95.4% | $12,624-98.2% |