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 | $39,425 | $148,534-73.5% | $135,903-71.0% | $139,434-71.7% |
| Participation rate | 27.3% | 83.9%-56.6pp | 81.9%-54.6pp | 80.3%-53.0pp |
| Annual return | 26.95% | 79.19%-52.2pp | 68.23%-41.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,753 | $8,100-29.0% | $7,758-25.8% | $6,710-14.3% |
| Admin fee / account holder | $111 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |