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 | $48,314 | $104,974-54.0% | $95,585-49.5% | $142,382-66.1% |
| Participation rate | 41.7% | 75.0%-33.3pp | 72.1%-30.4pp | 80.1%-38.5pp |
| Annual return | 18.26% | 210.33%-192.1pp | 38.56%-20.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,191 | $2,779-57.1% | $2,527-52.9% | $4,299-72.3% |
| Participant deferral / active EE | $2,557 | $4,352-41.3% | $4,023-36.4% | $6,507-60.7% |
| Admin fee / account holder | $27 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |