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 3-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 | $51,481 | $178,174-71.1% | $156,181-67.0% | $137,256-62.5% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 23.11% | 84.19%-61.1pp | 64.87%-41.8pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,232 | $4,972-75.2% | $4,294-71.3% | $4,156-70.4% |
| Participant deferral / active EE | $2,913 | $6,888-57.7% | $6,132-52.5% | $6,407-54.5% |
| Admin fee / account holder | $257 | $17,404-98.5% | $14,586-98.2% | $12,270-97.9% |