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 | $43,616 | $80,968-46.1% | $96,544-54.8% | $75,163-42.0% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 22.32% | 27.06%-4.7pp | 25.84%-3.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,312 | $2,282+1.3% | $2,965-22.0% | $2,670-13.4% |
| Participant deferral / active EE | $4,522 | $3,928+15.1% | $4,851-6.8% | $4,125+9.6% |
| Admin fee / account holder | $198 | $6,724-97.1% | $8,252-97.6% | $5,651-96.5% |