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 | $22,443 | $74,888-70.0% | $71,209-68.5% | $142,382-84.2% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.8%-11.8pp | 80.1%-18.2pp |
| Annual return | 21.02% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,536 | $2,854-46.2% | $2,721-43.5% | $4,299-64.3% |
| Participant deferral / active EE | $2,439 | $4,454-45.2% | $4,175-41.6% | $6,507-62.5% |
| Admin fee / account holder | $93 | $5,568-98.3% | $5,349-98.3% | $12,624-99.3% |