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 | $46,452 | $111,754-58.4% | $103,333-55.0% | $145,922-68.2% |
| Participation rate | 21.7% | 77.9%-56.2pp | 74.5%-52.8pp | 80.3%-58.5pp |
| Annual return | 9.44% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,687 | $4,212-59.9% | $3,868-56.4% | $4,660-63.8% |
| Participant deferral / active EE | $2,096 | $5,619-62.7% | $5,057-58.5% | $6,688-68.7% |
| Admin fee / account holder | $262 | $9,750-97.3% | $8,355-96.9% | $13,397-98.0% |