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 | $53,917 | $67,823-20.5% | $52,425+2.8% | $137,256-60.7% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 71.92% | 219.11%-147.2pp | 302.12%-230.2pp | 220.34%-148.4pp |
| Employer contribution / active EE | $2,271 | $1,163+95.2% | $914+148.4% | $4,156-45.4% |
| Participant deferral / active EE | $10,112 | $2,288+342.0% | $1,790+464.8% | $6,407+57.8% |
| Admin fee / account holder | $237 | $2,844-91.7% | $2,495-90.5% | $12,270-98.1% |