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 | $19,431 | $67,823-71.4% | $52,425-62.9% | $137,256-85.8% |
| Participation rate | 28.6% | 63.9%-35.3pp | 55.6%-27.1pp | 80.0%-51.4pp |
| Annual return | 23.51% | 219.11%-195.6pp | 302.12%-278.6pp | 220.34%-196.8pp |
| Employer contribution / active EE | $601 | $1,163-48.3% | $914-34.3% | $4,156-85.5% |
| Participant deferral / active EE | $1,388 | $2,288-39.3% | $1,790-22.5% | $6,407-78.3% |
| Admin fee / account holder | $105 | $2,844-96.3% | $2,495-95.8% | $12,270-99.1% |