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 | $26,127 | $176,056-85.2% | $159,436-83.6% | $167,490-84.4% |
| Participation rate | 54.5% | 84.9%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 32.46% | 331.75%-299.3pp | 263.57%-231.1pp | 478.56%-446.1pp |
| Employer contribution / active EE | $2,221 | $5,297-58.1% | $4,829-54.0% | $4,837-54.1% |
| Participant deferral / active EE | $4,961 | $7,750-36.0% | $7,352-32.5% | $6,341-21.8% |
| Admin fee / account holder | $251 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |