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 | $34,150 | $117,859-71.0% | $102,438-66.7% | $145,959-76.6% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 14.92% | 31.72%-16.8pp | 29.37%-14.5pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,376 | $5,732-6.2% | $5,054+6.4% | $6,689-19.6% |
| Admin fee / account holder | $174 | $13,318-98.7% | $9,448-98.2% | $13,398-98.7% |