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 3-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 | $37,706 | $109,881-65.7% | $150,045-74.9% | $84,808-55.5% |
| Participation rate | 12.9% | 76.1%-63.2pp | 82.3%-69.4pp | 68.3%-55.4pp |
| Annual return | 30.19% | 28.25%+1.9pp | 62.55%-32.4pp | 40.90%-10.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,906 | $6,636-56.2% | $7,997-63.7% | $4,212-31.0% |
| Admin fee / account holder | $111 | $8,568-98.7% | $13,435-99.2% | $7,344-98.5% |