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 | $14,554 | $96,635-84.9% | $86,612-83.2% | $139,434-89.6% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 31.84% | 106.41%-74.6pp | 591.07%-559.2pp | 372.94%-341.1pp |
| Employer contribution / active EE | $2,082 | $3,263-36.2% | $3,022-31.1% | $4,751-56.2% |
| Participant deferral / active EE | $3,301 | $4,836-31.7% | $4,438-25.6% | $6,710-50.8% |
| Admin fee / account holder | $47 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |