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 | $11,460 | $34,934-67.2% | $56,411-79.7% | $74,495-84.6% |
| Participation rate | 8.9% | 32.8%-23.9pp | 52.5%-43.5pp | 67.2%-58.3pp |
| Annual return | 14.45% | 25.94%-11.5pp | 1701.33%-1686.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $342 | $1,170-70.8% | $1,952-82.5% | $4,346-92.1% |
| Admin fee / account holder | $259 | $2,364-89.1% | $2,829-90.9% | $1,942-86.7% |