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 | $63,925 | $148,534-57.0% | $135,903-53.0% | $139,434-54.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 37.09% | 79.19%-42.1pp | 68.23%-31.1pp | 372.94%-335.8pp |
| Employer contribution / active EE | $5,119 | $5,243-2.4% | $4,856+5.4% | $4,751+7.7% |
| Participant deferral / active EE | $2,752 | $8,100-66.0% | $7,758-64.5% | $6,710-59.0% |
| Admin fee / account holder | $139 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |