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 3-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 | $51,799 | $111,724-53.6% | $93,606-44.7% | $145,922-64.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 16.15% | 202.98%-186.8pp | 133.20%-117.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $869 | $3,090-71.9% | $2,420-64.1% | $4,660-81.3% |
| Participant deferral / active EE | $7,003 | $4,912+42.6% | $4,411+58.7% | $6,688+4.7% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |