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 | $11,094 | $31,310-64.6% | $53,898-79.4% | $74,304-85.1% |
| Participation rate | 7.2% | 30.7%-23.4pp | 55.0%-47.7pp | 60.3%-53.1pp |
| Annual return | 20.14% | 23.16%-3.0pp | 528.60%-508.5pp | 29.43%-9.3pp |
| Employer contribution / active EE | $93 | $450-79.4% | $932-90.1% | $2,241-95.9% |
| Participant deferral / active EE | $242 | $934-74.1% | $1,826-86.8% | $3,767-93.6% |
| Admin fee / account holder | $230 | $2,175-89.4% | $2,491-90.8% | $2,969-92.2% |