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 | $52,400 | $159,602-67.2% | $150,045-65.1% | $142,382-63.2% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 18.16% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,721 | $4,961-65.3% | $4,693-63.3% | $4,299-60.0% |
| Participant deferral / active EE | $3,916 | $8,310-52.9% | $7,997-51.0% | $6,507-39.8% |
| Admin fee / account holder | $297 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |