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 | $21,549 | $100,773-78.6% | $88,946-75.8% | $142,382-84.9% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 20.80% | 70.18%-49.4pp | 57.82%-37.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,341 | $2,918-54.0% | $2,555-47.5% | $4,299-68.8% |
| Participant deferral / active EE | $2,012 | $5,230-61.5% | $4,581-56.1% | $6,507-69.1% |
| Admin fee / account holder | $135 | $9,693-98.6% | $8,261-98.4% | $12,624-98.9% |