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 | $149,040-79.6% | $120,225-74.8% | $137,256-77.9% |
| Participation rate | 52.4% | 75.4%-23.0pp | 69.6%-17.2pp | 80.0%-27.6pp |
| Annual return | 19.43% | 605.68%-586.3pp | 439.23%-419.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $955 | $4,350-78.0% | $3,475-72.5% | $4,156-77.0% |
| Participant deferral / active EE | $2,129 | $4,655-54.3% | $3,999-46.8% | $6,407-66.8% |
| Admin fee / account holder | $111 | $6,348-98.3% | $5,696-98.1% | $12,270-99.1% |