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 | $81,569 | $112,729-27.6% | $98,716-17.4% | $137,256-40.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 22.33% | 38.48%-16.2pp | 31.81%-9.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,584 | $2,725-41.9% | $2,279-30.5% | $4,156-61.9% |
| Participant deferral / active EE | $3,771 | $4,640-18.7% | $4,048-6.8% | $6,407-41.1% |
| Admin fee / account holder | $294 | $10,129-97.1% | $8,703-96.6% | $12,270-97.6% |