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 | $43,597 | $93,571-53.4% | $135,903-67.9% | $75,163-42.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 27.73% | 30.90%-3.2pp | 68.23%-40.5pp | 160.62%-132.9pp |
| Employer contribution / active EE | $2,596 | $3,537-26.6% | $4,856-46.5% | $2,670-2.8% |
| Participant deferral / active EE | $4,769 | $6,404-25.5% | $7,758-38.5% | $4,125+15.6% |
| Admin fee / account holder | $200 | $6,975-97.1% | $10,762-98.1% | $5,651-96.5% |