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 4-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 | $22,755 | $72,071-68.4% | $68,368-66.7% | $137,256-83.4% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 26.18% | 353.14%-327.0pp | 292.57%-266.4pp | 220.34%-194.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,731 | $4,410-60.7% | $4,123-58.0% | $6,407-73.0% |
| Admin fee / account holder | $79 | $5,336-98.5% | $5,150-98.5% | $12,270-99.4% |