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 6-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 | $79,731 | $152,509-47.7% | $117,472-32.1% | $134,475-40.7% |
| Participation rate | 54.5% | 77.1%-22.5pp | 70.6%-16.0pp | 81.2%-26.7pp |
| Annual return | 1.61% | 52.99%-51.4pp | 29.74%-28.1pp | 417.96%-416.3pp |
| Employer contribution / active EE | $418 | $5,571-92.5% | $4,176-90.0% | $4,740-91.2% |
| Participant deferral / active EE | $746 | $4,818-84.5% | $4,070-81.7% | $6,400-88.3% |
| Admin fee / account holder | $78 | $7,004-98.9% | $5,645-98.6% | $11,426-99.3% |