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 | $48,795-74.6% | $65,493-81.1% | $84,808-85.4% |
| Participation rate | 44.1% | 67.0%-22.9pp | 73.1%-29.0pp | 68.3%-24.2pp |
| Annual return | 24.48% | 20.20%+4.3pp | 982.45%-958.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,645 | $2,928-43.8% | $3,961-58.5% | $4,212-60.9% |
| Admin fee / account holder | $63 | $3,877-98.4% | $5,028-98.8% | $7,344-99.1% |