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 | $57,474 | $154,228-62.7% | $145,433-60.5% | $137,256-58.1% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 31.88% | 74.59%-42.7pp | 66.58%-34.7pp | 220.34%-188.5pp |
| Employer contribution / active EE | $4,536 | $4,804-5.6% | $4,554-0.4% | $4,156+9.1% |
| Participant deferral / active EE | $14,576 | $8,216+77.4% | $7,897+84.6% | $6,407+127.5% |
| Admin fee / account holder | $16 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |