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 | $18,830 | $114,381-83.5% | $107,525-82.5% | $142,382-86.8% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 23.49% | 242.71%-219.2pp | 181.32%-157.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,435 | $4,015-64.2% | $3,754-61.8% | $4,299-66.6% |
| Participant deferral / active EE | $3,074 | $5,564-44.8% | $5,116-39.9% | $6,507-52.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |