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 | $5,507 | $74,888-92.6% | $71,209-92.3% | $142,382-96.1% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.1%-22.2pp |
| Annual return | 25.57% | 345.14%-319.6pp | 282.51%-256.9pp | 217.08%-191.5pp |
| Employer contribution / active EE | $509 | $2,854-82.2% | $2,721-81.3% | $4,299-88.2% |
| Participant deferral / active EE | $775 | $4,454-82.6% | $4,175-81.4% | $6,507-88.1% |
| Admin fee / account holder | $55 | $5,568-99.0% | $5,349-99.0% | $12,624-99.6% |