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 | $47,636 | $126,574-62.4% | $106,213-55.2% | $145,922-67.4% |
| Participation rate | 53.8% | 77.6%-23.8pp | 75.3%-21.4pp | 80.3%-26.4pp |
| Annual return | 27.42% | 224.79%-197.4pp | 116.14%-88.7pp | 561.29%-533.9pp |
| Employer contribution / active EE | $1,021 | $3,730-72.6% | $3,171-67.8% | $4,660-78.1% |
| Participant deferral / active EE | $5,802 | $5,724+1.4% | $5,016+15.7% | $6,688-13.2% |
| Admin fee / account holder | $36 | $17,304-99.8% | $11,033-99.7% | $13,397-99.7% |