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 | $117,983-48.7% | $101,794-40.5% | $142,382-57.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 24.07% | 36.92%-12.8pp | 30.53%-6.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,136 | $2,773-23.0% | $2,289-6.7% | $4,299-50.3% |
| Participant deferral / active EE | $4,614 | $4,714-2.1% | $4,084+13.0% | $6,507-29.1% |
| Admin fee / account holder | $139 | $10,433-98.7% | $8,777-98.4% | $12,624-98.9% |