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 | $64,306 | $118,427-45.7% | $66,042-2.6% | $142,382-54.8% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 22.06% | 35.57%-13.5pp | 52.11%-30.1pp | 217.08%-195.0pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,233 | $4,311-25.0% | $2,835+14.0% | $6,507-50.3% |
| Admin fee / account holder | $249 | $9,593-97.4% | $5,747-95.7% | $12,624-98.0% |