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 | $22,438 | $70,606-68.2% | $53,898-58.4% | $142,382-84.2% |
| Participation rate | 28.6% | 63.7%-35.1pp | 55.0%-26.4pp | 80.1%-51.5pp |
| Annual return | 23.07% | 619.81%-596.7pp | 528.60%-505.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $660 | $1,202-45.1% | $932-29.2% | $4,299-84.6% |
| Participant deferral / active EE | $1,391 | $2,364-41.2% | $1,826-23.8% | $6,507-78.6% |
| Admin fee / account holder | $138 | $2,852-95.2% | $2,491-94.5% | $12,624-98.9% |