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 | $20,271 | $70,756-71.4% | $65,493-69.0% | $142,382-85.8% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 21.28% | 1754.89%-1733.6pp | 982.45%-961.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,510 | $2,881-47.6% | $2,574-41.4% | $4,299-64.9% |
| Participant deferral / active EE | $2,642 | $4,637-43.0% | $3,961-33.3% | $6,507-59.4% |
| Admin fee / account holder | $120 | $6,559-98.2% | $5,028-97.6% | $12,624-99.1% |