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 3-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 | $79,366 | $87,166-8.9% | $76,735+3.4% | $137,256-42.2% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.5%-44.5pp | 80.0%-55.0pp |
| Annual return | 22.57% | 26.50%-3.9pp | 29.77%-7.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,329 | $2,904-54.2% | $2,454-45.9% | $4,156-68.0% |
| Participant deferral / active EE | $5,748 | $4,726+21.6% | $4,088+40.6% | $6,407-10.3% |
| Admin fee / account holder | $271 | $8,403-96.8% | $7,189-96.2% | $12,270-97.8% |