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 | $5,490 | $29,660-81.5% | $56,411-90.3% | $80,856-93.2% |
| Participation rate | 27.5% | 41.6%-14.1pp | 52.5%-24.9pp | 67.6%-40.1pp |
| Annual return | 15.86% | 35.23%-19.4pp | 1701.33%-1685.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $836 | $1,226-31.8% | $1,952-57.2% | $4,296-80.5% |
| Admin fee / account holder | $247 | $2,428-89.8% | $2,829-91.3% | $6,918-96.4% |