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 6-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 | $45,733 | $158,398-71.1% | $126,539-63.9% | $142,382-67.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 21.88% | 593.76%-571.9pp | 425.95%-404.1pp | 217.08%-195.2pp |
| Employer contribution / active EE | $408 | $4,650-91.2% | $3,674-88.9% | $4,299-90.5% |
| Participant deferral / active EE | $1,321 | $4,767-72.3% | $4,083-67.7% | $6,507-79.7% |
| Admin fee / account holder | $171 | $6,918-97.5% | $6,065-97.2% | $12,624-98.6% |