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 | $62,255 | $106,584-41.6% | $101,326-38.6% | $142,382-56.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 26.36% | 36.93%-10.6pp | 36.82%-10.5pp | 217.08%-190.7pp |
| Employer contribution / active EE | $3,127 | $3,956-21.0% | $3,665-14.7% | $4,299-27.3% |
| Participant deferral / active EE | $9,066 | $8,297+9.3% | $7,994+13.4% | $6,507+39.3% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |