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 6-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 | $7,723 | $39,019-80.2% | $80,716-90.4% | $85,850-91.0% |
| Participation rate | 37.5% | 41.5%-4.0pp | 54.2%-16.7pp | 69.3%-31.8pp |
| Annual return | 24.57% | 26.27%-1.7pp | 87.28%-62.7pp | 318.53%-294.0pp |
| Employer contribution / active EE | $496 | $722-31.4% | $1,160-57.3% | $2,565-80.7% |
| Participant deferral / active EE | $1,347 | $1,326+1.6% | $2,146-37.2% | $3,952-65.9% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |