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 | $13,845 | $29,319-52.8% | $52,425-73.6% | $82,448-83.2% |
| Participation rate | 25.8% | 46.9%-21.0pp | 55.6%-29.8pp | 68.1%-42.3pp |
| Annual return | 85.15% | 535.20%-450.1pp | 302.12%-217.0pp | 41.64%+43.5pp |
| Employer contribution / active EE | $200 | $586-65.9% | $914-78.1% | $2,551-92.2% |
| Participant deferral / active EE | $1,006 | $1,171-14.1% | $1,790-43.8% | $4,139-75.7% |
| Admin fee / account holder | $180 | $1,962-90.8% | $2,495-92.8% | $7,234-97.5% |