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 | $29,240 | $100,773-71.0% | $88,946-67.1% | $142,382-79.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 23.11% | 70.18%-47.1pp | 57.82%-34.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,566 | $2,918-46.3% | $2,555-38.7% | $4,299-63.6% |
| Participant deferral / active EE | $3,420 | $5,230-34.6% | $4,581-25.3% | $6,507-47.4% |
| Admin fee / account holder | $100 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |