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 | $18,612 | $29,319-36.5% | $52,425-64.5% | $82,448-77.4% |
| Participation rate | 47.3% | 46.9%+0.4pp | 55.6%-8.4pp | 68.1%-20.8pp |
| Annual return | 18.81% | 535.20%-516.4pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $862 | $586+46.9% | $914-5.7% | $2,551-66.2% |
| Participant deferral / active EE | $1,097 | $1,171-6.3% | $1,790-38.7% | $4,139-73.5% |
| Admin fee / account holder | $238 | $1,962-87.9% | $2,495-90.5% | $7,234-96.7% |