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 | $47,206 | $167,307-71.8% | $143,757-67.2% | $134,475-64.9% |
| Participation rate | 65.0% | 84.8%-19.8pp | 80.3%-15.3pp | 81.2%-16.2pp |
| Annual return | -17.50% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,554 | $5,619-54.5% | $4,951-48.4% | $4,740-46.1% |
| Participant deferral / active EE | $3,908 | $6,446-39.4% | $5,637-30.7% | $6,400-38.9% |
| Admin fee / account holder | $121 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |