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 5-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 | $6,860 | $22,587-69.6% | $65,255-89.5% | $75,163-90.9% |
| Participation rate | 17.3% | 63.1%-45.8pp | 65.0%-47.7pp | 67.2%-49.9pp |
| Annual return | 33.32% | 71.03%-37.7pp | 47.35%-14.0pp | 160.62%-127.3pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $795 | $1,695-53.1% | $2,831-71.9% | $4,125-80.7% |
| Admin fee / account holder | $103 | $1,876-94.5% | $4,112-97.5% | $5,651-98.2% |