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 | $60,138 | $169,032-64.4% | $129,207-53.5% | $145,922-58.8% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 15.40% | 14330.11%-14314.7pp | 9417.33%-9401.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,106 | $5,537-62.0% | $4,153-49.3% | $4,660-54.8% |
| Participant deferral / active EE | $3,159 | $4,987-36.7% | $4,168-24.2% | $6,688-52.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |