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 | $18,901 | $58,208-67.5% | $81,812-76.9% | $80,856-76.6% |
| Participation rate | 35.0% | 63.4%-28.4pp | 72.3%-37.3pp | 67.6%-32.6pp |
| Annual return | 28.26% | 41.66%-13.4pp | 773.79%-745.5pp | 35.59%-7.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $949 | $3,281-71.1% | $4,319-78.0% | $4,296-77.9% |
| Admin fee / account holder | $230 | $4,981-95.4% | $7,386-96.9% | $6,918-96.7% |