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 | $18,804 | $48,795-61.5% | $65,493-71.3% | $84,808-77.8% |
| Participation rate | 65.3% | 67.0%-1.7pp | 73.1%-7.8pp | 68.3%-3.0pp |
| Annual return | 14.37% | 20.20%-5.8pp | 982.45%-968.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $495 | $1,930-74.3% | $2,574-80.8% | $2,631-81.2% |
| Participant deferral / active EE | $1,378 | $2,928-53.0% | $3,961-65.2% | $4,212-67.3% |
| Admin fee / account holder | $20 | $3,877-99.5% | $5,028-99.6% | $7,344-99.7% |