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 | $23,614 | $65,409-63.9% | $98,442-76.0% | $85,850-72.5% |
| Participation rate | 26.7% | 65.0%-38.3pp | 73.3%-46.7pp | 69.3%-42.6pp |
| Annual return | 13.65% | 21.76%-8.1pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,274 | $3,166-59.8% | $4,276-70.2% | $3,952-67.8% |
| Admin fee / account holder | $92 | $4,593-98.0% | $5,949-98.5% | $6,260-98.5% |