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 | $22,392 | $54,705-59.1% | $71,209-68.6% | $84,808-73.6% |
| Participation rate | 43.6% | 64.1%-20.5pp | 73.8%-30.2pp | 68.3%-24.7pp |
| Annual return | 18.63% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $788 | $2,158-63.5% | $2,721-71.0% | $2,631-70.0% |
| Participant deferral / active EE | $1,576 | $3,030-48.0% | $4,175-62.3% | $4,212-62.6% |
| Admin fee / account holder | $296 | $4,863-93.9% | $5,349-94.5% | $7,344-96.0% |