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 | $34,586 | $175,202-80.3% | $149,673-76.9% | $139,434-75.2% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 27.78% | 166.71%-138.9pp | 134.42%-106.6pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,334 | $5,474-75.6% | $4,818-72.3% | $4,751-71.9% |
| Participant deferral / active EE | $5,437 | $6,519-16.6% | $5,680-4.3% | $6,710-19.0% |
| Admin fee / account holder | $275 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |