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 | $9,944 | $51,576-80.7% | $129,207-92.3% | $80,856-87.7% |
| Participation rate | 43.5% | 57.0%-13.5pp | 69.6%-26.1pp | 67.6%-24.2pp |
| Annual return | 13.35% | 20.81%-7.5pp | 9417.33%-9404.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,244 | $2,669-53.4% | $4,168-70.1% | $4,296-71.0% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |