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 | $2,330 | $74,888-96.9% | $71,209-96.7% | $142,382-98.4% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.1%-34.7pp |
| Annual return | 26.85% | 345.14%-318.3pp | 282.51%-255.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,125 | $4,454-74.8% | $4,175-73.1% | $6,507-82.7% |
| Admin fee / account holder | $121 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |