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 | $81,174 | $158,398-48.8% | $126,539-35.9% | $142,382-43.0% |
| Participation rate | 57.1% | 75.8%-18.7pp | 69.8%-12.7pp | 80.1%-23.0pp |
| Annual return | 15.14% | 593.76%-578.6pp | 425.95%-410.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,347 | $4,650-49.5% | $3,674-36.1% | $4,299-45.4% |
| Participant deferral / active EE | $10,411 | $4,767+118.4% | $4,083+155.0% | $6,507+60.0% |
| Admin fee / account holder | $14 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |