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 5-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 | $60,513 | $67,823-10.8% | $52,425+15.4% | $137,256-55.9% |
| Participation rate | 23.8% | 63.9%-40.1pp | 55.6%-31.8pp | 80.0%-56.2pp |
| Annual return | 20.79% | 219.11%-198.3pp | 302.12%-281.3pp | 220.34%-199.5pp |
| Employer contribution / active EE | $499 | $1,163-57.1% | $914-45.4% | $4,156-88.0% |
| Participant deferral / active EE | $2,678 | $2,288+17.1% | $1,790+49.6% | $6,407-58.2% |
| Admin fee / account holder | $160 | $2,844-94.4% | $2,495-93.6% | $12,270-98.7% |