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 6-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 | $38,664 | $88,751-56.4% | $81,812-52.7% | $145,922-73.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 21.09% | 1025.40%-1004.3pp | 773.79%-752.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $2,014 | $3,083-34.7% | $2,912-30.9% | $4,660-56.8% |
| Participant deferral / active EE | $3,830 | $4,643-17.5% | $4,319-11.3% | $6,688-42.7% |
| Admin fee / account holder | $202 | $8,415-97.6% | $7,386-97.3% | $13,397-98.5% |