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 | $45,643 | $54,705-16.6% | $71,209-35.9% | $84,808-46.2% |
| Participation rate | 30.0% | 64.1%-34.1pp | 73.8%-43.8pp | 68.3%-38.3pp |
| Annual return | 21.17% | 35.90%-14.7pp | 282.51%-261.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,161 | $2,158-46.2% | $2,721-57.3% | $2,631-55.9% |
| Participant deferral / active EE | $2,294 | $3,030-24.3% | $4,175-45.1% | $4,212-45.5% |
| Admin fee / account holder | $166 | $4,863-96.6% | $5,349-96.9% | $7,344-97.7% |