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 | $23,855 | $148,534-83.9% | $135,903-82.4% | $139,434-82.9% |
| Participation rate | 65.0% | 83.9%-18.9pp | 81.9%-16.9pp | 80.3%-15.3pp |
| Annual return | 27.29% | 79.19%-51.9pp | 68.23%-40.9pp | 372.94%-345.7pp |
| Employer contribution / active EE | $1,627 | $5,243-69.0% | $4,856-66.5% | $4,751-65.7% |
| Participant deferral / active EE | $4,734 | $8,100-41.6% | $7,758-39.0% | $6,710-29.5% |
| Admin fee / account holder | $71 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |