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 | $38,540 | $217,402-82.3% | $185,823-79.3% | $167,490-77.0% |
| Participation rate | 25.0% | 86.0%-61.0pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 32.28% | 148.36%-116.1pp | 122.05%-89.8pp | 478.56%-446.3pp |
| Employer contribution / active EE | $2,561 | $5,873-56.4% | $5,167-50.4% | $4,837-47.1% |
| Participant deferral / active EE | $2,561 | $6,356-59.7% | $5,568-54.0% | $6,341-59.6% |
| Admin fee / account holder | $129 | $19,811-99.3% | $16,237-99.2% | $12,309-99.0% |