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 | $39,795 | $107,452-63.0% | $91,541-56.5% | $142,382-72.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 22.58% | 22.06%+0.5pp | 20.50%+2.1pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,206 | $2,994-59.7% | $2,505-51.8% | $4,299-71.9% |
| Participant deferral / active EE | $1,930 | $4,754-59.4% | $4,008-51.9% | $6,507-70.3% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |