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 | $35,383 | $51,638-31.5% | $68,368-48.2% | $82,448-57.1% |
| Participation rate | 16.0% | 63.6%-47.6pp | 73.8%-57.8pp | 68.1%-52.1pp |
| Annual return | 17.42% | 37.53%-20.1pp | 292.57%-275.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $276 | $2,047-86.5% | $2,649-89.6% | $2,551-89.2% |
| Participant deferral / active EE | $610 | $2,914-79.1% | $4,123-85.2% | $4,139-85.3% |
| Admin fee / account holder | $128 | $4,643-97.2% | $5,150-97.5% | $7,234-98.2% |