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 | $17,344 | $133,958-87.1% | $112,228-84.5% | $134,475-87.1% |
| Participation rate | 57.9% | 78.6%-20.7pp | 75.1%-17.2pp | 81.2%-23.3pp |
| Annual return | 20.47% | 47.11%-26.6pp | 27.45%-7.0pp | 417.96%-397.5pp |
| Employer contribution / active EE | $1,248 | $4,038-69.1% | $3,635-65.7% | $4,740-73.7% |
| Participant deferral / active EE | $2,721 | $5,291-48.6% | $4,728-42.4% | $6,400-57.5% |
| Admin fee / account holder | $66 | $7,489-99.1% | $6,410-99.0% | $11,426-99.4% |