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 | $10,471 | $77,899-86.6% | $149,673-93.0% | $75,163-86.1% |
| Participation rate | 33.9% | 65.6%-31.7pp | 78.8%-44.8pp | 67.2%-33.3pp |
| Annual return | 94.80% | 31.72%+63.1pp | 134.42%-39.6pp | 160.62%-65.8pp |
| Employer contribution / active EE | $829 | $3,137-73.6% | $4,818-82.8% | $2,670-68.9% |
| Participant deferral / active EE | $2,302 | $3,411-32.5% | $5,680-59.5% | $4,125-44.2% |
| Admin fee / account holder | $196 | $5,956-96.7% | $13,210-98.5% | $5,651-96.5% |