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 | $19,295 | $175,202-89.0% | $149,673-87.1% | $139,434-86.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 239.39% | 166.71%+72.7pp | 134.42%+105.0pp | 372.94%-133.6pp |
| Employer contribution / active EE | $1,356 | $5,474-75.2% | $4,818-71.9% | $4,751-71.5% |
| Participant deferral / active EE | $5,418 | $6,519-16.9% | $5,680-4.6% | $6,710-19.3% |
| Admin fee / account holder | $64 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |