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 | $40,050 | $67,823-40.9% | $52,425-23.6% | $137,256-70.8% |
| Participation rate | 43.8% | 63.9%-20.2pp | 55.6%-11.9pp | 80.0%-36.2pp |
| Annual return | 19.33% | 219.11%-199.8pp | 302.12%-282.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $994 | $1,163-14.5% | $914+8.7% | $4,156-76.1% |
| Participant deferral / active EE | $1,462 | $2,288-36.1% | $1,790-18.3% | $6,407-77.2% |
| Admin fee / account holder | $213 | $2,844-92.5% | $2,495-91.5% | $12,270-98.3% |