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 10-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 | $4,996 | $31,310-84.0% | $53,898-90.7% | $74,304-93.3% |
| Participation rate | 5.6% | 30.7%-25.1pp | 55.0%-49.4pp | 60.3%-54.7pp |
| Annual return | 20.05% | 23.16%-3.1pp | 528.60%-508.6pp | 29.43%-9.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $229 | $934-75.5% | $1,826-87.5% | $3,767-93.9% |
| Admin fee / account holder | $19 | $2,175-99.1% | $2,491-99.2% | $2,969-99.3% |