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 | $20,115 | $177,572-88.7% | $154,803-87.0% | $142,382-85.9% |
| Participation rate | 35.3% | 82.1%-46.8pp | 78.1%-42.8pp | 80.1%-44.8pp |
| Annual return | 25.31% | 65.07%-39.8pp | 58.88%-33.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,543 | $6,272-59.5% | $5,540-54.1% | $6,507-60.9% |
| Admin fee / account holder | $93 | $16,786-99.4% | $14,329-99.4% | $12,624-99.3% |