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 3-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 | $83,985 | $177,572-52.7% | $154,803-45.7% | $142,382-41.0% |
| Participation rate | 14.3% | 82.1%-67.8pp | 78.1%-63.8pp | 80.1%-65.8pp |
| Annual return | 26.79% | 65.07%-38.3pp | 58.88%-32.1pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,580 | $4,810-67.2% | $4,305-63.3% | $4,299-63.3% |
| Participant deferral / active EE | $2,635 | $6,272-58.0% | $5,540-52.4% | $6,507-59.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |