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 3-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 | $2,122 | $67,823-96.9% | $52,425-96.0% | $137,256-98.5% |
| Participation rate | 42.1% | 63.9%-21.8pp | 55.6%-13.5pp | 80.0%-37.9pp |
| Annual return | 23.68% | 219.11%-195.4pp | 302.12%-278.4pp | 220.34%-196.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $337 | $2,288-85.3% | $1,790-81.2% | $6,407-94.7% |
| Admin fee / account holder | $95 | $2,844-96.7% | $2,495-96.2% | $12,270-99.2% |