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 | $92,798-35.1% | $96,707-37.7% | $137,256-56.1% |
| Participation rate | 41.7% | 81.6%-40.0pp | 80.4%-38.7pp | 80.0%-38.3pp |
| Annual return | 22.89% | 31.24%-8.4pp | 34.78%-11.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,310 | $4,147-68.4% | $4,191-68.8% | $4,156-68.5% |
| Participant deferral / active EE | $3,183 | $5,877-45.8% | $5,997-46.9% | $6,407-50.3% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |