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 | $5,394 | $101,618-94.7% | $93,063-94.2% | $137,256-96.1% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 12.03% | 223.95%-211.9pp | 34.15%-22.1pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $851 | $4,279-80.1% | $3,958-78.5% | $6,407-86.7% |
| Admin fee / account holder | $1 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |