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 6-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 | $15,465 | $91,190-83.0% | $178,490-91.3% | $79,858-80.6% |
| Participation rate | 23.1% | 69.2%-46.1pp | 81.9%-58.8pp | 69.6%-46.6pp |
| Annual return | 45.91% | 24.19%+21.7pp | 151.07%-105.2pp | 31.71%+14.2pp |
| Employer contribution / active EE | $512 | $3,256-84.3% | $5,011-89.8% | $2,471-79.3% |
| Participant deferral / active EE | $1,079 | $3,236-66.7% | $5,202-79.3% | $3,740-71.2% |
| Admin fee / account holder | $19 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |