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 3-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 | $21,960 | $80,812-72.8% | $160,784-86.3% | $82,448-73.4% |
| Participation rate | 24.5% | 66.2%-41.7pp | 77.0%-52.4pp | 68.1%-43.5pp |
| Annual return | 26.87% | 100.59%-73.7pp | 1803.92%-1777.0pp | 41.64%-14.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,143 | $4,335-50.6% | $6,293-66.0% | $4,139-48.2% |
| Admin fee / account holder | $45 | $7,695-99.4% | $9,717-99.5% | $7,234-99.4% |