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 | $38,746 | $179,726-78.4% | $156,263-75.2% | $142,382-72.8% |
| Participation rate | 30.8% | 82.1%-51.3pp | 78.9%-48.1pp | 80.1%-49.4pp |
| Annual return | 45.88% | 77.86%-32.0pp | 59.47%-13.6pp | 217.08%-171.2pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,474 | $6,956-21.3% | $6,158-11.1% | $6,507-15.9% |
| Admin fee / account holder | $114 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |