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 | $7,820 | $63,703-87.7% | $93,063-91.6% | $82,448-90.5% |
| Participation rate | 59.0% | 63.8%-4.9pp | 72.1%-13.1pp | 68.1%-9.1pp |
| Annual return | 25.23% | -775.43%+800.7pp | 34.15%-8.9pp | 41.64%-16.4pp |
| Employer contribution / active EE | $709 | $1,729-59.0% | $2,476-71.4% | $2,551-72.2% |
| Participant deferral / active EE | $1,365 | $2,919-53.2% | $3,958-65.5% | $4,139-67.0% |
| Admin fee / account holder | $38 | $5,982-99.4% | $6,033-99.4% | $7,234-99.5% |