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 | $60,552 | $112,729-46.3% | $98,716-38.7% | $137,256-55.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 24.07% | 38.48%-14.4pp | 31.81%-7.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,136 | $2,725-21.6% | $2,279-6.2% | $4,156-48.6% |
| Participant deferral / active EE | $4,614 | $4,640-0.6% | $4,048+14.0% | $6,407-28.0% |
| Admin fee / account holder | $139 | $10,129-98.6% | $8,703-98.4% | $12,270-98.9% |