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 7-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 | $20,449 | $110,261-81.5% | $95,745-78.6% | $139,434-85.3% |
| Participation rate | 25.0% | 75.8%-50.8pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 21.03% | 27.11%-6.1pp | 28.35%-7.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $720 | $4,676-84.6% | $4,245-83.0% | $6,710-89.3% |
| Admin fee / account holder | $79 | $6,613-98.8% | $5,678-98.6% | $11,403-99.3% |