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 | $42,063 | $105,126-60.0% | $94,646-55.6% | $139,434-69.8% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 19.27% | 38.03%-18.8pp | 156.71%-137.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $910 | $4,106-77.8% | $3,672-75.2% | $4,751-80.8% |
| Participant deferral / active EE | $3,875 | $7,599-49.0% | $7,418-47.8% | $6,710-42.3% |
| Admin fee / account holder | $54 | $8,984-99.4% | $7,231-99.3% | $11,403-99.5% |