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 | $42,802 | $202,432-78.9% | $169,368-74.7% | $139,434-69.3% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 26.93% | 531.74%-504.8pp | 405.60%-378.7pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,014 | $4,692-57.1% | $4,013-49.8% | $4,751-57.6% |
| Participant deferral / active EE | $4,514 | $6,938-34.9% | $6,221-27.4% | $6,710-32.7% |
| Admin fee / account holder | $136 | $10,708-98.7% | $9,003-98.5% | $11,403-98.8% |