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 | $54,762 | $48,230+13.5% | $67,502-18.9% | $80,856-32.3% |
| Participation rate | 7.2% | 66.4%-59.1pp | 72.9%-65.6pp | 67.6%-60.4pp |
| Annual return | 15.16% | 18.28%-3.1pp | 3512.12%-3497.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,091 | $2,924-62.7% | $4,000-72.7% | $4,296-74.6% |
| Admin fee / account holder | $90 | $3,681-97.6% | $3,998-97.7% | $6,918-98.7% |