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 6-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 | $20,364 | $163,264-87.5% | $155,509-86.9% | - |
| Participation rate | 31.3% | 62.7%-31.4pp | 78.2%-46.9pp | - |
| Annual return | 13.68% | 19.38%-5.7pp | 64.67%-51.0pp | - |
| Employer contribution / active EE | $1,847 | $2,490-25.8% | $4,672-60.5% | - |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,626-100.0% | - |
| Admin fee / account holder | $0 | $96,217-100.0% | $15,912-100.0% | - |