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 | $12,740 | $70,606-82.0% | $53,898-76.4% | $142,382-91.1% |
| Participation rate | 17.6% | 63.7%-46.1pp | 55.0%-37.3pp | 80.1%-62.5pp |
| Annual return | 21.65% | 619.81%-598.2pp | 528.60%-507.0pp | 217.08%-195.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $626 | $2,364-73.5% | $1,826-65.7% | $6,507-90.4% |
| Admin fee / account holder | $142 | $2,852-95.0% | $2,491-94.3% | $12,624-98.9% |