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 | $116,167-90.9% | $64,489-83.7% | $137,256-92.3% |
| Participation rate | 41.7% | 68.2%-26.5pp | 67.7%-26.0pp | 80.0%-38.3pp |
| Annual return | 15.09% | 36.55%-21.5pp | 55.03%-39.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,204 | $4,215-71.4% | $2,778-56.7% | $6,407-81.2% |
| Admin fee / account holder | $39 | $6,188-99.4% | $4,260-99.1% | $12,270-99.7% |