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 3-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 | $24,172 | $177,572-86.4% | $154,803-84.4% | $142,382-83.0% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.1%-21.8pp | 80.1%-23.9pp |
| Annual return | 22.48% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,698 | $6,272-72.9% | $5,540-69.3% | $6,507-73.9% |
| Admin fee / account holder | $91 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |