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 | $12,408 | $47,479-73.9% | $62,929-80.3% | $82,448-85.0% |
| Participation rate | 44.1% | 66.9%-22.8pp | 73.1%-29.0pp | 68.1%-24.0pp |
| Annual return | 24.48% | 20.34%+4.1pp | 1063.93%-1039.4pp | 41.64%-17.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,645 | $2,870-42.7% | $3,888-57.7% | $4,139-60.3% |
| Admin fee / account holder | $63 | $3,804-98.4% | $5,065-98.8% | $7,234-99.1% |