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 | $19,143 | $70,756-72.9% | $65,493-70.8% | $142,382-86.6% |
| Participation rate | 35.0% | 77.4%-42.4pp | 73.1%-38.1pp | 80.1%-45.1pp |
| Annual return | 22.62% | 1754.89%-1732.3pp | 982.45%-959.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,271 | $2,881-55.9% | $2,574-50.6% | $4,299-70.4% |
| Participant deferral / active EE | $2,452 | $4,637-47.1% | $3,961-38.1% | $6,507-62.3% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |