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 | $11,068 | $158,398-93.0% | $126,539-91.3% | $142,382-92.2% |
| Participation rate | 35.7% | 75.8%-40.1pp | 69.8%-34.1pp | 80.1%-44.4pp |
| Annual return | 15.21% | 593.76%-578.5pp | 425.95%-410.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $760 | $4,650-83.7% | $3,674-79.3% | $4,299-82.3% |
| Participant deferral / active EE | $1,051 | $4,767-77.9% | $4,083-74.3% | $6,507-83.8% |
| Admin fee / account holder | $121 | $6,918-98.3% | $6,065-98.0% | $12,624-99.0% |