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 | $59,943 | $67,823-11.6% | $52,425+14.3% | $137,256-56.3% |
| Participation rate | 10.0% | 63.9%-53.9pp | 55.6%-45.6pp | 80.0%-70.0pp |
| Annual return | 22.94% | 219.11%-196.2pp | 302.12%-279.2pp | 220.34%-197.4pp |
| Employer contribution / active EE | $160 | $1,163-86.2% | $914-82.5% | $4,156-96.2% |
| Participant deferral / active EE | $1,002 | $2,288-56.2% | $1,790-44.0% | $6,407-84.4% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |