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 | $51,084 | $77,503-34.1% | $100,391-49.1% | $80,856-36.8% |
| Participation rate | 64.0% | 76.9%-12.9pp | 81.5%-17.5pp | 67.6%-3.6pp |
| Annual return | 18.64% | 37.20%-18.6pp | 49.20%-30.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,902 | $2,801+39.3% | $3,942-1.0% | $2,755+41.6% |
| Participant deferral / active EE | $7,395 | $6,820+8.4% | $8,082-8.5% | $4,296+72.1% |
| Admin fee / account holder | $11 | $5,897-99.8% | $7,899-99.9% | $6,918-99.8% |