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 | $123,629 | $159,602-22.5% | $150,045-17.6% | $142,382-13.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 21.09% | 70.24%-49.1pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,013 | $4,961-79.6% | $4,693-78.4% | $4,299-76.4% |
| Participant deferral / active EE | $15,653 | $8,310+88.4% | $7,997+95.7% | $6,507+140.5% |
| Admin fee / account holder | $197 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |