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 | $17,613 | $46,869-62.4% | $122,332-85.6% | $70,131-74.9% |
| Participation rate | 22.2% | 58.2%-36.0pp | 71.6%-49.4pp | 69.5%-47.3pp |
| Annual return | 18.71% | 24.22%-5.5pp | 30.27%-11.6pp | 73.14%-54.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,686 | $2,166-22.2% | $3,287-48.7% | $3,332-49.4% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |