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 | $42,294 | $100,004-57.7% | $81,438-48.1% | $145,959-71.0% |
| Participation rate | 45.5% | 74.2%-28.7pp | 69.5%-24.1pp | 80.3%-34.8pp |
| Annual return | 11.54% | 34.34%-22.8pp | 24.74%-13.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,044 | $2,970-64.9% | $2,460-57.6% | $4,661-77.6% |
| Participant deferral / active EE | $2,614 | $4,603-43.2% | $3,883-32.7% | $6,689-60.9% |
| Admin fee / account holder | $221 | $8,202-97.3% | $5,764-96.2% | $13,398-98.4% |