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 7-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 | $6,197 | $29,319-78.9% | $52,425-88.2% | $82,448-92.5% |
| Participation rate | 44.4% | 46.9%-2.4pp | 55.6%-11.2pp | 68.1%-23.6pp |
| Annual return | 16.86% | 535.20%-518.3pp | 302.12%-285.3pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $593 | $1,171-49.4% | $1,790-66.9% | $4,139-85.7% |
| Admin fee / account holder | $24 | $1,962-98.8% | $2,495-99.0% | $7,234-99.7% |