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 | $65,967 | $114,381-42.3% | $107,525-38.6% | $142,382-53.7% |
| Participation rate | 43.8% | 78.1%-34.4pp | 75.1%-31.3pp | 80.1%-36.4pp |
| Annual return | 21.50% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,197 | $4,015-70.2% | $3,754-68.1% | $4,299-72.1% |
| Participant deferral / active EE | $4,633 | $5,564-16.7% | $5,116-9.4% | $6,507-28.8% |
| Admin fee / account holder | $41 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |