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 | $67,362 | $99,918-32.6% | $81,382-17.2% | $145,922-53.8% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 14.53% | 34.32%-19.8pp | 24.73%-10.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $413 | $2,978-86.1% | $2,463-83.2% | $4,660-91.1% |
| Participant deferral / active EE | $6,390 | $4,605+38.8% | $3,883+64.6% | $6,688-4.5% |
| Admin fee / account holder | $253 | $8,212-96.9% | $5,768-95.6% | $13,397-98.1% |