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 | $14,883 | $45,863-67.5% | $77,024-80.7% | $68,494-78.3% |
| Participation rate | 32.6% | 55.9%-23.3pp | 67.9%-35.3pp | 67.9%-35.3pp |
| Annual return | 49.36% | 1.72%+47.6pp | 42.32%+7.0pp | -7.84%+57.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,681 | $2,962-9.5% | $4,426-39.4% | $4,027-33.4% |
| Admin fee / account holder | $221 | $3,041-92.7% | $5,425-95.9% | $5,403-95.9% |