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 | $29,847 | $74,888-60.1% | $71,209-58.1% | $142,382-79.0% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.1%-50.1pp |
| Annual return | 24.97% | 345.14%-320.2pp | 282.51%-257.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $765 | $2,854-73.2% | $2,721-71.9% | $4,299-82.2% |
| Participant deferral / active EE | $1,756 | $4,454-60.6% | $4,175-57.9% | $6,507-73.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |