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 | $23,442 | $177,572-86.8% | $154,803-84.9% | $142,382-83.5% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | 21.47% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $929 | $4,810-80.7% | $4,305-78.4% | $4,299-78.4% |
| Participant deferral / active EE | $2,482 | $6,272-60.4% | $5,540-55.2% | $6,507-61.9% |
| Admin fee / account holder | $100 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |