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 6-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 | $34,521 | $183,519-81.2% | $155,509-77.8% | $145,922-76.3% |
| Participation rate | 36.8% | 82.7%-45.8pp | 78.2%-41.3pp | 80.3%-43.4pp |
| Annual return | 18.01% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,282 | $5,313-75.9% | $4,672-72.6% | $4,660-72.5% |
| Participant deferral / active EE | $2,458 | $6,462-62.0% | $5,626-56.3% | $6,688-63.2% |
| Admin fee / account holder | $118 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |