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 5-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 | $41,437 | $158,398-73.8% | $126,539-67.3% | $142,382-70.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 13.84% | 593.76%-579.9pp | 425.95%-412.1pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,460 | $4,650-68.6% | $3,674-60.3% | $4,299-66.0% |
| Participant deferral / active EE | $3,207 | $4,767-32.7% | $4,083-21.4% | $6,507-50.7% |
| Admin fee / account holder | $27 | $6,918-99.6% | $6,065-99.6% | $12,624-99.8% |