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 | $83,902-73.8% | $167,512-86.9% | $84,808-74.1% |
| Participation rate | 24.5% | 66.5%-41.9pp | 77.1%-52.5pp | 68.3%-43.8pp |
| Annual return | 26.87% | 91.55%-64.7pp | 1615.79%-1588.9pp | 40.90%-14.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,143 | $4,442-51.8% | $6,405-66.5% | $4,212-49.1% |
| Admin fee / account holder | $45 | $7,915-99.4% | $9,769-99.5% | $7,344-99.4% |