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 3-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 | $123,699 | $111,754+10.7% | $103,333+19.7% | $145,922-15.2% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 17.16% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,050 | $4,212-75.1% | $3,868-72.9% | $4,660-77.5% |
| Participant deferral / active EE | $3,508 | $5,619-37.6% | $5,057-30.6% | $6,688-47.5% |
| Admin fee / account holder | $273 | $9,750-97.2% | $8,355-96.7% | $13,397-98.0% |