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 | $16,460 | $52,353-68.6% | $120,225-86.3% | $82,448-80.0% |
| Participation rate | 36.4% | 58.3%-21.9pp | 69.6%-33.2pp | 68.1%-31.7pp |
| Annual return | 23.84% | 61.85%-38.0pp | 439.23%-415.4pp | 41.64%-17.8pp |
| Employer contribution / active EE | $463 | $1,510-69.4% | $3,475-86.7% | $2,551-81.9% |
| Participant deferral / active EE | $1,967 | $2,627-25.1% | $3,999-50.8% | $4,139-52.5% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |