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 | $64,839-87.9% | $95,585-91.8% | $84,808-90.8% |
| Participation rate | 59.0% | 63.8%-4.8pp | 72.1%-13.1pp | 68.3%-9.3pp |
| Annual return | 25.23% | -670.96%+696.2pp | 38.56%-13.3pp | 40.90%-15.7pp |
| Employer contribution / active EE | $709 | $1,759-59.7% | $2,527-71.9% | $2,631-73.0% |
| Participant deferral / active EE | $1,365 | $2,965-54.0% | $4,023-66.1% | $4,212-67.6% |
| Admin fee / account holder | $38 | $5,964-99.4% | $6,127-99.4% | $7,344-99.5% |