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 | $90,316 | $97,125-7.0% | $86,233+4.7% | $137,256-34.2% |
| Participation rate | 18.8% | 74.2%-55.4pp | 69.0%-50.3pp | 80.0%-61.2pp |
| Annual return | 21.62% | 74.19%-52.6pp | 61.39%-39.8pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,241 | $2,841-56.3% | $2,504-50.4% | $4,156-70.1% |
| Participant deferral / active EE | $3,147 | $5,180-39.2% | $4,559-31.0% | $6,407-50.9% |
| Admin fee / account holder | $19 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |