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 | $28,298 | $58,234-51.4% | $81,783-65.4% | $80,874-65.0% |
| Participation rate | 17.6% | 63.4%-45.8pp | 72.4%-54.7pp | 67.6%-50.0pp |
| Annual return | 15.68% | 41.70%-26.0pp | 775.05%-759.4pp | 35.62%-19.9pp |
| Employer contribution / active EE | $338 | $2,341-85.6% | $2,913-88.4% | $2,756-87.7% |
| Participant deferral / active EE | $866 | $3,283-73.6% | $4,320-79.9% | $4,297-79.8% |
| Admin fee / account holder | $113 | $4,982-97.7% | $7,380-98.5% | $6,935-98.4% |