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 | $50,489 | $74,888-32.6% | $71,209-29.1% | $142,382-64.5% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.8%-47.4pp | 80.1%-53.8pp |
| Annual return | 23.72% | 345.14%-321.4pp | 282.51%-258.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,373 | $2,854-51.9% | $2,721-49.6% | $4,299-68.1% |
| Participant deferral / active EE | $1,373 | $4,454-69.2% | $4,175-67.1% | $6,507-78.9% |
| Admin fee / account holder | $158 | $5,568-97.2% | $5,349-97.0% | $12,624-98.7% |