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 3-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 | $5,840 | $29,319-80.1% | $52,425-88.9% | $82,448-92.9% |
| Participation rate | 14.8% | 46.9%-32.0pp | 55.6%-40.8pp | 68.1%-53.3pp |
| Annual return | 30.51% | 535.20%-504.7pp | 302.12%-271.6pp | 41.64%-11.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $437 | $1,171-62.7% | $1,790-75.6% | $4,139-89.4% |
| Admin fee / account holder | $262 | $1,962-86.7% | $2,495-89.5% | $7,234-96.4% |