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 | $72,071-27.7% | $68,368-23.8% | $137,256-62.0% |
| Participation rate | 47.1% | 76.2%-29.2pp | 73.8%-26.7pp | 80.0%-32.9pp |
| Annual return | 20.67% | 353.14%-332.5pp | 292.57%-271.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,985 | $2,788-28.8% | $2,649-25.1% | $4,156-52.2% |
| Participant deferral / active EE | $3,913 | $4,410-11.3% | $4,123-5.1% | $6,407-38.9% |
| Admin fee / account holder | $221 | $5,336-95.9% | $5,150-95.7% | $12,270-98.2% |