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 | $30,348 | $158,398-80.8% | $126,539-76.0% | $142,382-78.7% |
| Participation rate | 52.4% | 75.8%-23.4pp | 69.8%-17.4pp | 80.1%-27.7pp |
| Annual return | 19.43% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $955 | $4,650-79.5% | $3,674-74.0% | $4,299-77.8% |
| Participant deferral / active EE | $2,129 | $4,767-55.3% | $4,083-47.9% | $6,507-67.3% |
| Admin fee / account holder | $111 | $6,918-98.4% | $6,065-98.2% | $12,624-99.1% |