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 5-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 | $9,261 | $30,400-69.5% | $53,898-82.8% | $84,808-89.1% |
| Participation rate | 43.8% | 46.4%-2.6pp | 55.0%-11.1pp | 68.3%-24.5pp |
| Annual return | 23.10% | 500.19%-477.1pp | 528.60%-505.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $339 | $603-43.8% | $932-63.6% | $2,631-87.1% |
| Participant deferral / active EE | $713 | $1,199-40.5% | $1,826-61.0% | $4,212-83.1% |
| Admin fee / account holder | $176 | $1,993-91.2% | $2,491-93.0% | $7,344-97.6% |