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 | $46,415 | $175,202-73.5% | $149,673-69.0% | $139,434-66.7% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 21.11% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,712 | $5,474-68.7% | $4,818-64.5% | $4,751-64.0% |
| Participant deferral / active EE | $4,280 | $6,519-34.3% | $5,680-24.7% | $6,710-36.2% |
| Admin fee / account holder | $212 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |