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 | $75,317 | $178,174-57.7% | $156,181-51.8% | $137,256-45.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 20.35% | 84.19%-63.8pp | 64.87%-44.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,696 | $4,972-65.9% | $4,294-60.5% | $4,156-59.2% |
| Participant deferral / active EE | $2,909 | $6,888-57.8% | $6,132-52.6% | $6,407-54.6% |
| Admin fee / account holder | $283 | $17,404-98.4% | $14,586-98.1% | $12,270-97.7% |