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 | $35,481 | $76,785-53.8% | $56,441-37.1% | $145,959-75.7% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 20.12% | 3000.51%-2980.4pp | 1704.21%-1684.1pp | 561.95%-541.8pp |
| Employer contribution / active EE | $1,329 | $1,381-3.7% | $1,039+27.9% | $4,661-71.5% |
| Participant deferral / active EE | $1,329 | $2,624-49.3% | $1,953-31.9% | $6,689-80.1% |
| Admin fee / account holder | $133 | $3,334-96.0% | $2,829-95.3% | $13,398-99.0% |