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 | $61,360 | $123,909-50.5% | $69,647-11.9% | $145,922-58.0% |
| Participation rate | 16.7% | 69.2%-52.5pp | 66.5%-49.8pp | 80.3%-63.6pp |
| Annual return | 9.97% | 190.55%-180.6pp | 100.48%-90.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $421 | $2,682-84.3% | $1,712-75.4% | $4,660-91.0% |
| Participant deferral / active EE | $2,943 | $4,236-30.5% | $2,886+2.0% | $6,688-56.0% |
| Admin fee / account holder | $289 | $7,863-96.3% | $4,713-93.9% | $13,397-97.8% |