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 | $18,740 | $100,773-81.4% | $88,946-78.9% | $142,382-86.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 49.45% | 70.18%-20.7pp | 57.82%-8.4pp | 217.08%-167.6pp |
| Employer contribution / active EE | $1,431 | $2,918-51.0% | $2,555-44.0% | $4,299-66.7% |
| Participant deferral / active EE | $5,673 | $5,230+8.5% | $4,581+23.8% | $6,507-12.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |