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 | $29,667-81.5% | $56,441-90.3% | $80,874-93.2% |
| Participation rate | 27.5% | 41.7%-14.1pp | 52.5%-25.0pp | 67.6%-40.1pp |
| Annual return | 15.86% | 35.22%-19.4pp | 1704.21%-1688.4pp | 35.62%-19.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $836 | $1,227-31.9% | $1,953-57.2% | $4,297-80.6% |
| Admin fee / account holder | $247 | $2,429-89.8% | $2,829-91.3% | $6,935-96.4% |