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 5-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 | $23,443 | $53,516-56.2% | $126,539-81.5% | $84,808-72.4% |
| Participation rate | 9.1% | 58.2%-49.2pp | 69.8%-60.7pp | 68.3%-59.2pp |
| Annual return | 25.19% | 58.34%-33.2pp | 425.95%-400.8pp | 40.90%-15.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $697 | $2,671-73.9% | $4,083-82.9% | $4,212-83.5% |
| Admin fee / account holder | $79 | $4,497-98.2% | $6,065-98.7% | $7,344-98.9% |