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 | $9,292 | $29,660-68.7% | $56,411-83.5% | $80,856-88.5% |
| Participation rate | 16.1% | 41.6%-25.5pp | 52.5%-36.3pp | 67.6%-51.5pp |
| Annual return | 13.63% | 35.23%-21.6pp | 1701.33%-1687.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $159 | $669-76.2% | $1,039-84.7% | $2,755-94.2% |
| Participant deferral / active EE | $520 | $1,226-57.6% | $1,952-73.4% | $4,296-87.9% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |