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 | $28,297 | $74,888-62.2% | $71,209-60.3% | $142,382-80.1% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.1%-34.0pp |
| Annual return | 14.60% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $454 | $2,854-84.1% | $2,721-83.3% | $4,299-89.4% |
| Participant deferral / active EE | $862 | $4,454-80.6% | $4,175-79.4% | $6,507-86.8% |
| Admin fee / account holder | $294 | $5,568-94.7% | $5,349-94.5% | $12,624-97.7% |