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 | $41,947 | $111,724-62.5% | $93,606-55.2% | $145,922-71.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 11.72% | 202.98%-191.3pp | 133.20%-121.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,308 | $3,090-57.7% | $2,420-46.0% | $4,660-71.9% |
| Participant deferral / active EE | $2,677 | $4,912-45.5% | $4,411-39.3% | $6,688-60.0% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |