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 | $38,231 | $106,584-64.1% | $101,326-62.3% | $142,382-73.1% |
| Participation rate | 30.8% | 82.7%-51.9pp | 81.5%-50.7pp | 80.1%-49.4pp |
| Annual return | 18.92% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,919 | $8,297-64.8% | $7,994-63.5% | $6,507-55.1% |
| Admin fee / account holder | $136 | $11,446-98.8% | $11,185-98.8% | $12,624-98.9% |