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 3-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 | $67,051 | $154,228-56.5% | $145,433-53.9% | $137,256-51.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 26.06% | 74.59%-48.5pp | 66.58%-40.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $888 | $4,804-81.5% | $4,554-80.5% | $4,156-78.6% |
| Participant deferral / active EE | $8,115 | $8,216-1.2% | $7,897+2.8% | $6,407+26.7% |
| Admin fee / account holder | $74 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |