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 | $18,633 | $105,126-82.3% | $94,646-80.3% | $139,434-86.6% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 26.68% | 38.03%-11.3pp | 156.71%-130.0pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,519 | $4,106-63.0% | $3,672-58.6% | $4,751-68.0% |
| Participant deferral / active EE | $3,720 | $7,599-51.0% | $7,418-49.8% | $6,710-44.6% |
| Admin fee / account holder | $156 | $8,984-98.3% | $7,231-97.8% | $11,403-98.6% |