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 | $28,798 | $172,111-83.3% | $150,298-80.8% | $137,256-79.0% |
| Participation rate | 46.2% | 81.7%-35.6pp | 77.8%-31.6pp | 80.0%-33.8pp |
| Annual return | 16.17% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $934 | $4,636-79.9% | $4,154-77.5% | $4,156-77.5% |
| Participant deferral / active EE | $4,086 | $6,166-33.7% | $5,453-25.1% | $6,407-36.2% |
| Admin fee / account holder | $296 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |