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 | $53,914 | $114,381-52.9% | $107,525-49.9% | $142,382-62.1% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 16.26% | 242.71%-226.4pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,036 | $4,015-74.2% | $3,754-72.4% | $4,299-75.9% |
| Participant deferral / active EE | $2,590 | $5,564-53.5% | $5,116-49.4% | $6,507-60.2% |
| Admin fee / account holder | $209 | $9,860-97.9% | $8,919-97.7% | $12,624-98.3% |