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 | $60,249 | $94,338-36.1% | $100,534-40.1% | $142,382-57.7% |
| Participation rate | 41.7% | 81.7%-40.1pp | 80.6%-38.9pp | 80.1%-38.5pp |
| Annual return | 22.89% | 29.20%-6.3pp | 32.66%-9.8pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,310 | $4,237-69.1% | $4,346-69.9% | $4,299-69.5% |
| Participant deferral / active EE | $3,183 | $5,934-46.4% | $6,144-48.2% | $6,507-51.1% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |