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 | $26,054 | $64,839-59.8% | $95,585-72.7% | $84,808-69.3% |
| Participation rate | 50.0% | 63.8%-13.8pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 26.37% | -670.96%+697.3pp | 38.56%-12.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $1,503 | $1,759-14.5% | $2,527-40.5% | $2,631-42.9% |
| Participant deferral / active EE | $2,152 | $2,965-27.4% | $4,023-46.5% | $4,212-48.9% |
| Admin fee / account holder | $94 | $5,964-98.4% | $6,127-98.5% | $7,344-98.7% |