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 | $21,178 | $70,606-70.0% | $53,898-60.7% | $142,382-85.1% |
| Participation rate | 21.7% | 63.7%-42.0pp | 55.0%-33.2pp | 80.1%-58.4pp |
| Annual return | 34.21% | 619.81%-585.6pp | 528.60%-494.4pp | 217.08%-182.9pp |
| Employer contribution / active EE | $415 | $1,202-65.5% | $932-55.5% | $4,299-90.3% |
| Participant deferral / active EE | $2,083 | $2,364-11.9% | $1,826+14.1% | $6,507-68.0% |
| Admin fee / account holder | $123 | $2,852-95.7% | $2,491-95.1% | $12,624-99.0% |