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 4-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 | $43,181 | $53,516-19.3% | $126,539-65.9% | $84,808-49.1% |
| Participation rate | 13.2% | 58.2%-45.1pp | 69.8%-56.7pp | 68.3%-55.2pp |
| Annual return | 27.35% | 58.34%-31.0pp | 425.95%-398.6pp | 40.90%-13.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,096 | $2,671-21.5% | $4,083-48.7% | $4,212-50.2% |
| Admin fee / account holder | $181 | $4,497-96.0% | $6,065-97.0% | $7,344-97.5% |