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 | $67,586 | $106,515-36.5% | $96,683-30.1% | $139,434-51.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 27.01% | 38.43%-11.4pp | 35.69%-8.7pp | 372.94%-345.9pp |
| Employer contribution / active EE | $2,359 | $4,103-42.5% | $3,737-36.9% | $4,751-50.4% |
| Participant deferral / active EE | $3,240 | $5,454-40.6% | $4,878-33.6% | $6,710-51.7% |
| Admin fee / account holder | $191 | $7,877-97.6% | $6,730-97.2% | $11,403-98.3% |