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 | $49,492 | $117,983-58.1% | $101,794-51.4% | $142,382-65.2% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 24.51% | 36.92%-12.4pp | 30.53%-6.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,236 | $2,773-55.4% | $2,289-46.0% | $4,299-71.3% |
| Participant deferral / active EE | $6,261 | $4,714+32.8% | $4,084+53.3% | $6,507-3.8% |
| Admin fee / account holder | $161 | $10,433-98.5% | $8,777-98.2% | $12,624-98.7% |