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 | $35,162 | $159,602-78.0% | $150,045-76.6% | $142,382-75.3% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 24.61% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,192 | $4,961-76.0% | $4,693-74.6% | $4,299-72.3% |
| Participant deferral / active EE | $2,908 | $8,310-65.0% | $7,997-63.6% | $6,507-55.3% |
| Admin fee / account holder | $92 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |