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 | $74,584 | $202,432-63.2% | $169,368-56.0% | $139,434-46.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 18.60% | 531.74%-513.1pp | 405.60%-387.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $16,400 | $6,938+136.4% | $6,221+163.6% | $6,710+144.4% |
| Admin fee / account holder | $254 | $10,708-97.6% | $9,003-97.2% | $11,403-97.8% |