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 | $54,443 | $179,726-69.7% | $156,263-65.2% | $142,382-61.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 30.65% | 77.86%-47.2pp | 59.47%-28.8pp | 217.08%-186.4pp |
| Employer contribution / active EE | $6,417 | $5,069+26.6% | $4,333+48.1% | $4,299+49.3% |
| Participant deferral / active EE | $9,106 | $6,956+30.9% | $6,158+47.9% | $6,507+39.9% |
| Admin fee / account holder | $191 | $17,272-98.9% | $14,255-98.7% | $12,624-98.5% |