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 | $12,193 | $30,400-59.9% | $53,898-77.4% | $84,808-85.6% |
| Participation rate | 9.4% | 46.4%-37.0pp | 55.0%-45.5pp | 68.3%-58.9pp |
| Annual return | 26.92% | 500.19%-473.3pp | 528.60%-501.7pp | 40.90%-14.0pp |
| Employer contribution / active EE | $85 | $603-85.8% | $932-90.8% | $2,631-96.8% |
| Participant deferral / active EE | $292 | $1,199-75.6% | $1,826-84.0% | $4,212-93.1% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |