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 | $10,520 | $118,427-91.1% | $66,042-84.1% | $142,382-92.6% |
| Participation rate | 41.7% | 68.1%-26.5pp | 67.5%-25.8pp | 80.1%-38.5pp |
| Annual return | 15.09% | 35.57%-20.5pp | 52.11%-37.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,204 | $4,311-72.1% | $2,835-57.5% | $6,507-81.5% |
| Admin fee / account holder | $39 | $9,593-99.6% | $5,747-99.3% | $12,624-99.7% |