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 | $106,769 | $183,519-41.8% | $155,509-31.3% | $145,922-26.8% |
| Participation rate | 69.2% | 82.7%-13.4pp | 78.2%-9.0pp | 80.3%-11.0pp |
| Annual return | 15.55% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,587 | $5,313-70.1% | $4,672-66.0% | $4,660-65.9% |
| Participant deferral / active EE | $4,122 | $6,462-36.2% | $5,626-26.7% | $6,688-38.4% |
| Admin fee / account holder | $229 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |