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 | $68,097-70.2% | $62,929-67.8% | $137,256-85.2% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 21.28% | 1859.11%-1837.8pp | 1063.93%-1042.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,510 | $2,811-46.3% | $2,505-39.7% | $4,156-63.7% |
| Participant deferral / active EE | $2,642 | $4,553-42.0% | $3,888-32.0% | $6,407-58.8% |
| Admin fee / account holder | $120 | $6,521-98.2% | $5,065-97.6% | $12,270-99.0% |