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 | $44,285 | $70,606-37.3% | $53,898-17.8% | $142,382-68.9% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 19.26% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,193 | $1,202-0.8% | $932+28.0% | $4,299-72.3% |
| Participant deferral / active EE | $4,239 | $2,364+79.3% | $1,826+132.1% | $6,507-34.9% |
| Admin fee / account holder | $112 | $2,852-96.1% | $2,491-95.5% | $12,624-99.1% |