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 6-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 | $19,175 | $175,202-89.1% | $149,673-87.2% | $139,434-86.2% |
| Participation rate | 58.8% | 83.4%-24.6pp | 78.8%-19.9pp | 80.3%-21.5pp |
| Annual return | 17.27% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,078 | $6,519-37.4% | $5,680-28.2% | $6,710-39.2% |
| Admin fee / account holder | $156 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |