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 | $34,335 | $111,724-69.3% | $93,606-63.3% | $145,922-76.5% |
| Participation rate | 35.0% | 74.2%-39.2pp | 68.7%-33.7pp | 80.3%-45.3pp |
| Annual return | 15.33% | 202.98%-187.6pp | 133.20%-117.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,098 | $3,090-64.5% | $2,420-54.6% | $4,660-76.4% |
| Participant deferral / active EE | $2,285 | $4,912-53.5% | $4,411-48.2% | $6,688-65.8% |
| Admin fee / account holder | $131 | $10,250-98.7% | $8,285-98.4% | $13,397-99.0% |