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 | $25,555 | $149,040-82.9% | $120,225-78.7% | $137,256-81.4% |
| Participation rate | 46.2% | 75.4%-29.3pp | 69.6%-23.4pp | 80.0%-33.8pp |
| Annual return | 20.02% | 605.68%-585.7pp | 439.23%-419.2pp | 220.34%-200.3pp |
| Employer contribution / active EE | $796 | $4,350-81.7% | $3,475-77.1% | $4,156-80.8% |
| Participant deferral / active EE | $1,411 | $4,655-69.7% | $3,999-64.7% | $6,407-78.0% |
| Admin fee / account holder | $92 | $6,348-98.5% | $5,696-98.4% | $12,270-99.2% |