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 | $34,649 | $159,901-78.3% | $146,958-76.4% | $145,922-76.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 44.33% | 98.13%-53.8pp | 418.34%-374.0pp | 561.29%-517.0pp |
| Employer contribution / active EE | $3,803 | $5,286-28.1% | $4,933-22.9% | $4,660-18.4% |
| Participant deferral / active EE | $16,954 | $8,428+101.1% | $8,070+110.1% | $6,688+153.5% |
| Admin fee / account holder | $133 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |