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 | $33,130 | $29,319+13.0% | $52,425-36.8% | $82,448-59.8% |
| Participation rate | 10.0% | 46.9%-36.9pp | 55.6%-45.6pp | 68.1%-58.1pp |
| Annual return | 37.03% | 535.20%-498.2pp | 302.12%-265.1pp | 41.64%-4.6pp |
| Employer contribution / active EE | $158 | $586-73.0% | $914-82.7% | $2,551-93.8% |
| Participant deferral / active EE | $1,123 | $1,171-4.1% | $1,790-37.3% | $4,139-72.9% |
| Admin fee / account holder | $37 | $1,962-98.1% | $2,495-98.5% | $7,234-99.5% |