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 | $32,780 | $111,724-70.7% | $93,606-65.0% | $145,922-77.5% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-26.9pp |
| Annual return | 15.42% | 202.98%-187.6pp | 133.20%-117.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,081 | $3,090-32.6% | $2,420-14.0% | $4,660-55.3% |
| Participant deferral / active EE | $3,656 | $4,912-25.6% | $4,411-17.1% | $6,688-45.3% |
| Admin fee / account holder | $138 | $10,250-98.7% | $8,285-98.3% | $13,397-99.0% |