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 | $41,263 | $81,460-49.3% | $103,333-60.1% | $80,856-49.0% |
| Participation rate | 25.0% | 66.8%-41.8pp | 74.5%-49.5pp | 67.6%-42.6pp |
| Annual return | 23.17% | 25.55%-2.4pp | 24.88%-1.7pp | 35.59%-12.4pp |
| Employer contribution / active EE | $1,343 | $3,105-56.8% | $3,868-65.3% | $2,755-51.3% |
| Participant deferral / active EE | $2,045 | $3,869-47.1% | $5,057-59.6% | $4,296-52.4% |
| Admin fee / account holder | $175 | $6,566-97.3% | $8,355-97.9% | $6,918-97.5% |