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 3-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 | $41,356 | $177,572-76.7% | $154,803-73.3% | $142,382-71.0% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.1%-16.5pp | 80.1%-18.6pp |
| Annual return | 21.24% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,852 | $4,810-40.7% | $4,305-33.8% | $4,299-33.7% |
| Participant deferral / active EE | $4,675 | $6,272-25.5% | $5,540-15.6% | $6,507-28.2% |
| Admin fee / account holder | $125 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |