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 | $54,108 | $74,888-27.7% | $71,209-24.0% | $142,382-62.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 17.38% | 345.14%-327.8pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,152 | $2,854-59.7% | $2,721-57.7% | $4,299-73.2% |
| Participant deferral / active EE | $2,591 | $4,454-41.8% | $4,175-37.9% | $6,507-60.2% |
| Admin fee / account holder | $198 | $5,568-96.4% | $5,349-96.3% | $12,624-98.4% |