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 7-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 | $47,032 | $176,812-73.4% | $146,665-67.9% | $167,490-71.9% |
| Participation rate | 65.2% | 83.6%-18.4pp | 80.1%-14.9pp | 82.1%-16.9pp |
| Annual return | 18.00% | 24.03%-6.0pp | 22.74%-4.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,461 | $6,440+78.0% | $5,506+108.2% | $6,341+80.7% |
| Admin fee / account holder | $163 | $13,259-98.8% | $10,280-98.4% | $12,309-98.7% |