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 | $34,874 | $100,773-65.4% | $88,946-60.8% | $142,382-75.5% |
| Participation rate | 14.3% | 74.3%-60.0pp | 68.8%-54.6pp | 80.1%-65.8pp |
| Annual return | 21.84% | 70.18%-48.3pp | 57.82%-36.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $422 | $2,918-85.5% | $2,555-83.5% | $4,299-90.2% |
| Participant deferral / active EE | $1,357 | $5,230-74.1% | $4,581-70.4% | $6,507-79.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |