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 | $18,371 | $85,022-78.4% | $70,515-73.9% | $139,434-86.8% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 54.64% | 30.38%+24.3pp | 32.77%+21.9pp | 372.94%-318.3pp |
| Employer contribution / active EE | $2,550 | $3,909-34.8% | $2,973-14.2% | $4,751-46.3% |
| Participant deferral / active EE | $3,825 | $5,890-35.1% | $4,567-16.2% | $6,710-43.0% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |