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 4-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 | $4,036 | $54,705-92.6% | $71,209-94.3% | $84,808-95.2% |
| Participation rate | 47.2% | 64.1%-16.9pp | 73.8%-26.6pp | 68.3%-21.1pp |
| Annual return | 27.19% | 35.90%-8.7pp | 282.51%-255.3pp | 40.90%-13.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $795 | $3,030-73.8% | $4,175-81.0% | $4,212-81.1% |
| Admin fee / account holder | $88 | $4,863-98.2% | $5,349-98.4% | $7,344-98.8% |