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 | $32,644 | $111,754-70.8% | $103,333-68.4% | $145,922-77.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 17.20% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,348 | $4,212-44.3% | $3,868-39.3% | $4,660-49.6% |
| Participant deferral / active EE | $5,560 | $5,619-1.0% | $5,057+9.9% | $6,688-16.9% |
| Admin fee / account holder | $198 | $9,750-98.0% | $8,355-97.6% | $13,397-98.5% |