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 | $90,075 | $116,167-22.5% | $64,489+39.7% | $137,256-34.4% |
| Participation rate | 40.0% | 68.2%-28.2pp | 67.7%-27.7pp | 80.0%-40.0pp |
| Annual return | 21.57% | 36.55%-15.0pp | 55.03%-33.5pp | 220.34%-198.8pp |
| Employer contribution / active EE | $758 | $2,483-69.5% | $1,523-50.2% | $4,156-81.8% |
| Participant deferral / active EE | $5,510 | $4,215+30.7% | $2,778+98.3% | $6,407-14.0% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |