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 | $172,111-88.3% | $150,298-86.6% | $137,256-85.3% |
| Participation rate | 35.3% | 81.7%-46.4pp | 77.8%-42.5pp | 80.0%-44.7pp |
| Annual return | 25.31% | 69.37%-44.1pp | 62.79%-37.5pp | 220.34%-195.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,543 | $6,166-58.8% | $5,453-53.4% | $6,407-60.3% |
| Admin fee / account holder | $93 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |