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 4-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 | $11,885 | $103,949-88.6% | $69,182-82.8% | $273,961-95.7% |
| Participation rate | 11.1% | 67.4%-56.3pp | 55.1%-44.0pp | 83.0%-71.9pp |
| Annual return | 14.10% | 35.28%-21.2pp | -21.93%+36.0pp | 41.45%-27.3pp |
| Employer contribution / active EE | $238 | $1,783-86.7% | $1,206-80.3% | $4,869-95.1% |
| Participant deferral / active EE | $462 | $2,716-83.0% | $1,897-75.6% | $5,287-91.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |