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 | $55,346 | $72,071-23.2% | $68,368-19.0% | $137,256-59.7% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 18.81% | 353.14%-334.3pp | 292.57%-273.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,020 | $2,788-63.4% | $2,649-61.5% | $4,156-75.5% |
| Participant deferral / active EE | $3,987 | $4,410-9.6% | $4,123-3.3% | $6,407-37.8% |
| Admin fee / account holder | $180 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |