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 | $21,699 | $108,912-80.1% | $100,383-78.4% | $145,959-85.1% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 18.10% | 57.96%-39.9pp | 49.26%-31.2pp | 561.95%-543.8pp |
| Employer contribution / active EE | $2,849 | $4,423-35.6% | $3,944-27.8% | $4,661-38.9% |
| Participant deferral / active EE | $6,024 | $8,451-28.7% | $8,086-25.5% | $6,689-9.9% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |