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 | $41,086 | $202,432-79.7% | $169,368-75.7% | $139,434-70.5% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.1%-48.6pp | 80.3%-51.7pp |
| Annual return | 21.76% | 531.74%-510.0pp | 405.60%-383.8pp | 372.94%-351.2pp |
| Employer contribution / active EE | $633 | $4,692-86.5% | $4,013-84.2% | $4,751-86.7% |
| Participant deferral / active EE | $1,806 | $6,938-74.0% | $6,221-71.0% | $6,710-73.1% |
| Admin fee / account holder | $151 | $10,708-98.6% | $9,003-98.3% | $11,403-98.7% |