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 | $37,207 | $201,272-81.5% | $184,203-79.8% | $145,922-74.5% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 20.31% | 29.00%-8.7pp | 28.81%-8.5pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,167 | $7,022-69.1% | $6,427-66.3% | $4,660-53.5% |
| Participant deferral / active EE | $4,609 | $9,806-53.0% | $9,131-49.5% | $6,688-31.1% |
| Admin fee / account holder | $27 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |