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 | $70,944 | $159,602-55.5% | $150,045-52.7% | $142,382-50.2% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.3%-29.0pp | 80.1%-26.8pp |
| Annual return | 58.97% | 70.24%-11.3pp | 62.55%-3.6pp | 217.08%-158.1pp |
| Employer contribution / active EE | $2,273 | $4,961-54.2% | $4,693-51.6% | $4,299-47.1% |
| Participant deferral / active EE | $4,351 | $8,310-47.6% | $7,997-45.6% | $6,507-33.1% |
| Admin fee / account holder | $184 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |