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 5-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 | $16,581 | $29,660-44.1% | $56,411-70.6% | $80,856-79.5% |
| Participation rate | 7.9% | 41.6%-33.7pp | 52.5%-44.5pp | 67.6%-59.7pp |
| Annual return | 15.69% | 35.23%-19.5pp | 1701.33%-1685.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $656 | $1,226-46.5% | $1,952-66.4% | $4,296-84.7% |
| Admin fee / account holder | $60 | $2,428-97.5% | $2,829-97.9% | $6,918-99.1% |