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 | $52,778 | $90,348-41.6% | $75,972-30.5% | $145,922-63.8% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 14.80% | 620.88%-606.1pp | 359.55%-344.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,549 | $3,311-53.2% | $2,685-42.3% | $4,660-66.8% |
| Participant deferral / active EE | $2,323 | $5,162-55.0% | $4,255-45.4% | $6,688-65.3% |
| Admin fee / account holder | $207 | $8,467-97.6% | $6,467-96.8% | $13,397-98.5% |