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 | $85,086 | $126,574-32.8% | $106,213-19.9% | $145,922-41.7% |
| Participation rate | 52.9% | 77.6%-24.7pp | 75.3%-22.3pp | 80.3%-27.3pp |
| Annual return | 11.42% | 224.79%-213.4pp | 116.14%-104.7pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,840 | $3,730-50.7% | $3,171-42.0% | $4,660-60.5% |
| Participant deferral / active EE | $3,637 | $5,724-36.4% | $5,016-27.5% | $6,688-45.6% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |