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 | $10,174 | $67,823-85.0% | $52,425-80.6% | $137,256-92.6% |
| Participation rate | 15.4% | 63.9%-48.5pp | 55.6%-40.2pp | 80.0%-64.6pp |
| Annual return | 25.56% | 219.11%-193.5pp | 302.12%-276.6pp | 220.34%-194.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $557 | $2,288-75.7% | $1,790-68.9% | $6,407-91.3% |
| Admin fee / account holder | $36 | $2,844-98.7% | $2,495-98.6% | $12,270-99.7% |