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 | $116,167-44.6% | $64,489-0.3% | $137,256-53.1% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 22.06% | 36.55%-14.5pp | 55.03%-33.0pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,233 | $4,215-23.3% | $2,778+16.4% | $6,407-49.5% |
| Admin fee / account holder | $249 | $6,188-96.0% | $4,260-94.2% | $12,270-98.0% |