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 | $87,628 | $210,648-58.4% | $177,989-50.8% | $145,922-39.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.97% | 385.86%-375.9pp | 294.48%-284.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $7,500 | $4,565+64.3% | $3,949+89.9% | $4,660+61.0% |
| Participant deferral / active EE | $2,100 | $6,958-69.8% | $6,276-66.5% | $6,688-68.6% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |