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 | $34,202 | $70,606-51.6% | $53,898-36.5% | $142,382-76.0% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 23.48% | 619.81%-596.3pp | 528.60%-505.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,112 | $1,202-7.5% | $932+19.4% | $4,299-74.1% |
| Participant deferral / active EE | $4,401 | $2,364+86.2% | $1,826+141.0% | $6,507-32.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |