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 | $18,572 | $29,051-36.1% | $52,425-64.6% | $67,986-72.7% |
| Participation rate | 3.5% | 30.4%-27.0pp | 55.6%-52.1pp | 57.2%-53.7pp |
| Annual return | 22.12% | 24.00%-1.9pp | 302.12%-280.0pp | 31.67%-9.5pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $205 | $873-76.5% | $1,790-88.5% | $3,358-93.9% |
| Admin fee / account holder | $60 | $2,113-97.2% | $2,495-97.6% | $3,203-98.1% |