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 | $67,083 | $150,187-55.3% | $120,354-44.3% | $145,922-54.0% |
| Participation rate | 59.1% | 78.8%-19.7pp | 71.9%-12.8pp | 80.3%-21.2pp |
| Annual return | 12.61% | 154.07%-141.5pp | 107.15%-94.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,425 | $4,348-67.2% | $3,463-58.9% | $4,660-69.4% |
| Participant deferral / active EE | $2,218 | $6,173-64.1% | $4,991-55.6% | $6,688-66.8% |
| Admin fee / account holder | $67 | $12,207-99.5% | $9,423-99.3% | $13,397-99.5% |