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 | $158,398-83.9% | $126,539-79.8% | $142,382-82.1% |
| Participation rate | 46.2% | 75.8%-29.7pp | 69.8%-23.7pp | 80.1%-34.0pp |
| Annual return | 20.02% | 593.76%-573.7pp | 425.95%-405.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $796 | $4,650-82.9% | $3,674-78.3% | $4,299-81.5% |
| Participant deferral / active EE | $1,411 | $4,767-70.4% | $4,083-65.4% | $6,507-78.3% |
| Admin fee / account holder | $92 | $6,918-98.7% | $6,065-98.5% | $12,624-99.3% |