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 | $33,171 | $138,044-76.0% | $125,339-73.5% | $134,475-75.3% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -17.91% | 750.33%-768.2pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,192 | $5,243-77.3% | $4,814-75.2% | $4,740-74.9% |
| Participant deferral / active EE | $3,724 | $7,799-52.3% | $7,446-50.0% | $6,400-41.8% |
| Admin fee / account holder | $156 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |