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 | $52,095 | $74,888-30.4% | $71,209-26.8% | $142,382-63.4% |
| Participation rate | 47.1% | 76.2%-29.2pp | 73.8%-26.7pp | 80.1%-33.1pp |
| Annual return | 20.67% | 345.14%-324.5pp | 282.51%-261.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,985 | $2,854-30.5% | $2,721-27.1% | $4,299-53.8% |
| Participant deferral / active EE | $3,913 | $4,454-12.2% | $4,175-6.3% | $6,507-39.9% |
| Admin fee / account holder | $221 | $5,568-96.0% | $5,349-95.9% | $12,624-98.2% |