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 | $6,798 | $58,208-88.3% | $81,812-91.7% | $80,856-91.6% |
| Participation rate | 51.4% | 63.4%-12.0pp | 72.3%-20.9pp | 67.6%-16.2pp |
| Annual return | 22.25% | 41.66%-19.4pp | 773.79%-751.5pp | 35.59%-13.3pp |
| Employer contribution / active EE | $542 | $2,340-76.8% | $2,912-81.4% | $2,755-80.3% |
| Participant deferral / active EE | $2,009 | $3,281-38.8% | $4,319-53.5% | $4,296-53.2% |
| Admin fee / account holder | $176 | $4,981-96.5% | $7,386-97.6% | $6,918-97.5% |