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 | $83,846 | $100,773-16.8% | $88,946-5.7% | $142,382-41.1% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 15.54% | 70.18%-54.6pp | 57.82%-42.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,676 | $2,918-42.6% | $2,555-34.4% | $4,299-61.0% |
| Participant deferral / active EE | $2,986 | $5,230-42.9% | $4,581-34.8% | $6,507-54.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |