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 | $10,241 | $77,899-86.9% | $149,673-93.2% | $75,163-86.4% |
| Participation rate | 44.4% | 65.6%-21.1pp | 78.8%-34.3pp | 67.2%-22.7pp |
| Annual return | 18.24% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $939 | $3,137-70.1% | $4,818-80.5% | $2,670-64.8% |
| Participant deferral / active EE | $940 | $3,411-72.5% | $5,680-83.5% | $4,125-77.2% |
| Admin fee / account holder | $8 | $5,956-99.9% | $13,210-99.9% | $5,651-99.9% |