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 | $79,478 | $133,922-40.7% | $116,228-31.6% | $142,382-44.2% |
| Participation rate | 22.2% | 77.9%-55.6pp | 74.6%-52.3pp | 80.1%-57.9pp |
| Annual return | 19.32% | 147.76%-128.4pp | 90.06%-70.7pp | 217.08%-197.8pp |
| Employer contribution / active EE | $832 | $3,446-75.9% | $2,994-72.2% | $4,299-80.6% |
| Participant deferral / active EE | $3,467 | $5,672-38.9% | $4,953-30.0% | $6,507-46.7% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |