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 6-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 | $21,231 | $79,449-73.3% | $189,557-88.8% | $85,850-75.3% |
| Participation rate | 69.4% | 66.0%+3.4pp | 78.4%-9.1pp | 69.3%+0.1pp |
| Annual return | 38.93% | 18.45%+20.5pp | 64.17%-25.2pp | 318.53%-279.6pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,718 | $4,051+65.8% | $6,174+8.8% | $3,952+70.0% |
| Admin fee / account holder | $177 | $5,377-96.7% | $9,807-98.2% | $6,260-97.2% |