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 | $14,795 | $100,773-85.3% | $88,946-83.4% | $142,382-89.6% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 27.31% | 70.18%-42.9pp | 57.82%-30.5pp | 217.08%-189.8pp |
| Employer contribution / active EE | $806 | $2,918-72.4% | $2,555-68.5% | $4,299-81.3% |
| Participant deferral / active EE | $1,360 | $5,230-74.0% | $4,581-70.3% | $6,507-79.1% |
| Admin fee / account holder | $3 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |