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 | $87,950 | $127,065-30.8% | $113,168-22.3% | $142,382-38.2% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 52.24% | 24.03%+28.2pp | 24.27%+28.0pp | 217.08%-164.8pp |
| Employer contribution / active EE | $1,221 | $3,442-64.5% | $2,975-58.9% | $4,299-71.6% |
| Participant deferral / active EE | $6,391 | $5,716+11.8% | $5,107+25.2% | $6,507-1.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |