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 | $59,008 | $101,618-41.9% | $93,063-36.6% | $137,256-57.0% |
| Participation rate | 47.4% | 74.9%-27.6pp | 72.1%-24.7pp | 80.0%-32.6pp |
| Annual return | 17.61% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,827 | $2,707-32.5% | $2,476-26.2% | $4,156-56.0% |
| Participant deferral / active EE | $4,722 | $4,279+10.3% | $3,958+19.3% | $6,407-26.3% |
| Admin fee / account holder | $205 | $6,198-96.7% | $6,033-96.6% | $12,270-98.3% |