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 | $52,353-17.5% | $120,225-64.1% | $82,448-47.6% |
| Participation rate | 13.2% | 58.3%-45.2pp | 69.6%-56.4pp | 68.1%-54.9pp |
| Annual return | 27.35% | 61.85%-34.5pp | 439.23%-411.9pp | 41.64%-14.3pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,096 | $2,627-20.2% | $3,999-47.6% | $4,139-49.4% |
| Admin fee / account holder | $181 | $4,363-95.8% | $5,696-96.8% | $7,234-97.5% |