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 | $39,916 | $172,111-76.8% | $150,298-73.4% | $137,256-70.9% |
| Participation rate | 69.6% | 81.7%-12.1pp | 77.8%-8.2pp | 80.0%-10.4pp |
| Annual return | 19.85% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,005 | $4,636-56.8% | $4,154-51.7% | $4,156-51.8% |
| Participant deferral / active EE | $3,434 | $6,166-44.3% | $5,453-37.0% | $6,407-46.4% |
| Admin fee / account holder | $15 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |