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 | $35,615 | $148,534-76.0% | $135,903-73.8% | $139,434-74.5% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 27.27% | 79.19%-51.9pp | 68.23%-41.0pp | 372.94%-345.7pp |
| Employer contribution / active EE | $1,455 | $5,243-72.3% | $4,856-70.0% | $4,751-69.4% |
| Participant deferral / active EE | $6,732 | $8,100-16.9% | $7,758-13.2% | $6,710+0.3% |
| Admin fee / account holder | $208 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |