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 3-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 | $20,685 | $149,040-86.1% | $120,225-82.8% | $137,256-84.9% |
| Participation rate | 36.4% | 75.4%-39.1pp | 69.6%-33.2pp | 80.0%-43.6pp |
| Annual return | 23.19% | 605.68%-582.5pp | 439.23%-416.0pp | 220.34%-197.1pp |
| Employer contribution / active EE | $697 | $4,350-84.0% | $3,475-79.9% | $4,156-83.2% |
| Participant deferral / active EE | $1,338 | $4,655-71.3% | $3,999-66.5% | $6,407-79.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |