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 3-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 | $43,940 | $100,773-56.4% | $88,946-50.6% | $142,382-69.1% |
| Participation rate | 30.8% | 74.3%-43.5pp | 68.8%-38.1pp | 80.1%-49.4pp |
| Annual return | 122.29% | 70.18%+52.1pp | 57.82%+64.5pp | 217.08%-94.8pp |
| Employer contribution / active EE | $902 | $2,918-69.1% | $2,555-64.7% | $4,299-79.0% |
| Participant deferral / active EE | $6,645 | $5,230+27.0% | $4,581+45.0% | $6,507+2.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |