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 | $6,149 | $74,888-91.8% | $71,209-91.4% | $142,382-95.7% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | 41.35% | 345.14%-303.8pp | 282.51%-241.2pp | 217.08%-175.7pp |
| Employer contribution / active EE | $855 | $2,854-70.1% | $2,721-68.6% | $4,299-80.1% |
| Participant deferral / active EE | $1,471 | $4,454-67.0% | $4,175-64.8% | $6,507-77.4% |
| Admin fee / account holder | $42 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |