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 | $114,198 | $114,381-0.2% | $107,525+6.2% | $142,382-19.8% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 19.70% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,981 | $4,015-25.8% | $3,754-20.6% | $4,299-30.7% |
| Participant deferral / active EE | $10,689 | $5,564+92.1% | $5,116+108.9% | $6,507+64.3% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |