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 | $80,419 | $159,602-49.6% | $150,045-46.4% | $142,382-43.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 24.01% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $4,833 | $4,961-2.6% | $4,693+3.0% | $4,299+12.4% |
| Participant deferral / active EE | $6,214 | $8,310-25.2% | $7,997-22.3% | $6,507-4.5% |
| Admin fee / account holder | $10 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |