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 4-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 | $68,237 | $159,602-57.2% | $150,045-54.5% | $142,382-52.1% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 20.14% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,920 | $4,961-41.1% | $4,693-37.8% | $4,299-32.1% |
| Participant deferral / active EE | $6,754 | $8,310-18.7% | $7,997-15.5% | $6,507+3.8% |
| Admin fee / account holder | $234 | $14,846-98.4% | $13,435-98.3% | $12,624-98.1% |