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 | $58,839 | $154,228-61.8% | $145,433-59.5% | $137,256-57.1% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 29.05% | 74.59%-45.5pp | 66.58%-37.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,599 | $4,804-66.7% | $4,554-64.9% | $4,156-61.5% |
| Participant deferral / active EE | $4,097 | $8,216-50.1% | $7,897-48.1% | $6,407-36.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |