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 | $51,655 | $169,161-69.5% | $129,295-60.0% | $145,959-64.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 17.13% | 14348.07%-14330.9pp | 9429.28%-9412.2pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,860 | $5,543-66.4% | $4,157-55.3% | $4,661-60.1% |
| Participant deferral / active EE | $5,244 | $4,989+5.1% | $4,169+25.8% | $6,689-21.6% |
| Admin fee / account holder | $192 | $9,878-98.1% | $7,665-97.5% | $13,398-98.6% |