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 3-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 | $60,064 | $74,888-19.8% | $71,209-15.7% | $142,382-57.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 21.39% | 345.14%-323.7pp | 282.51%-261.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,000 | $2,854+75.2% | $2,721+83.8% | $4,299+16.3% |
| Participant deferral / active EE | $5,000 | $4,454+12.2% | $4,175+19.8% | $6,507-23.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |