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 | $25,868 | $148,534-82.6% | $135,903-81.0% | $139,434-81.4% |
| Participation rate | 61.1% | 83.9%-22.7pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 30.28% | 79.19%-48.9pp | 68.23%-38.0pp | 372.94%-342.7pp |
| Employer contribution / active EE | $2,123 | $5,243-59.5% | $4,856-56.3% | $4,751-55.3% |
| Participant deferral / active EE | $5,029 | $8,100-37.9% | $7,758-35.2% | $6,710-25.0% |
| Admin fee / account holder | $111 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |