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 | $7,226 | $54,705-86.8% | $71,209-89.9% | $84,808-91.5% |
| Participation rate | 52.2% | 64.1%-11.9pp | 73.8%-21.6pp | 68.3%-16.1pp |
| Annual return | 16.72% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $517 | $2,158-76.0% | $2,721-81.0% | $2,631-80.4% |
| Participant deferral / active EE | $726 | $3,030-76.0% | $4,175-82.6% | $4,212-82.8% |
| Admin fee / account holder | $4 | $4,863-99.9% | $5,349-99.9% | $7,344-99.9% |