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 | $16,815 | $67,823-75.2% | $52,425-67.9% | $137,256-87.7% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 19.87% | 219.11%-199.2pp | 302.12%-282.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $238 | $1,163-79.5% | $914-73.9% | $4,156-94.3% |
| Participant deferral / active EE | $2,155 | $2,288-5.8% | $1,790+20.3% | $6,407-66.4% |
| Admin fee / account holder | $206 | $2,844-92.8% | $2,495-91.8% | $12,270-98.3% |