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 6-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 | $60,930 | $209,336-70.9% | $197,124-69.1% | $137,256-55.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 19.92% | 48.09%-28.2pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,414 | $6,591-63.4% | $6,227-61.2% | $4,156-41.9% |
| Participant deferral / active EE | $5,010 | $9,614-47.9% | $9,135-45.2% | $6,407-21.8% |
| Admin fee / account holder | $195 | $17,308-98.9% | $16,298-98.8% | $12,270-98.4% |