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 | $8,529 | $52,353-83.7% | $120,225-92.9% | $82,448-89.7% |
| Participation rate | 31.7% | 58.3%-26.6pp | 69.6%-37.9pp | 68.1%-36.4pp |
| Annual return | 20.76% | 61.85%-41.1pp | 439.23%-418.5pp | 41.64%-20.9pp |
| Employer contribution / active EE | $350 | $1,510-76.8% | $3,475-89.9% | $2,551-86.3% |
| Participant deferral / active EE | $837 | $2,627-68.1% | $3,999-79.1% | $4,139-79.8% |
| Admin fee / account holder | $260 | $4,363-94.0% | $5,696-95.4% | $7,234-96.4% |