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 4-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 | $59,092 | $179,726-67.1% | $156,263-62.2% | $142,382-58.5% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.9%-53.9pp | 80.1%-55.1pp |
| Annual return | 19.31% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,187 | $5,069-56.9% | $4,333-49.5% | $4,299-49.1% |
| Participant deferral / active EE | $2,990 | $6,956-57.0% | $6,158-51.4% | $6,507-54.0% |
| Admin fee / account holder | $227 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |