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 | $127,974 | $127,065+0.7% | $113,168+13.1% | $142,382-10.1% |
| Participation rate | 26.7% | 79.2%-52.5pp | 76.6%-49.9pp | 80.1%-53.5pp |
| Annual return | 20.43% | 24.03%-3.6pp | 24.27%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,145 | $3,442-66.7% | $2,975-61.5% | $4,299-73.4% |
| Participant deferral / active EE | $4,202 | $5,716-26.5% | $5,107-17.7% | $6,507-35.4% |
| Admin fee / account holder | $284 | $15,736-98.2% | $12,068-97.7% | $12,624-97.8% |