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 | $32,181 | $172,111-81.3% | $150,298-78.6% | $137,256-76.6% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 23.45% | 69.37%-45.9pp | 62.79%-39.3pp | 220.34%-196.9pp |
| Employer contribution / active EE | $3,381 | $4,636-27.1% | $4,154-18.6% | $4,156-18.6% |
| Participant deferral / active EE | $6,487 | $6,166+5.2% | $5,453+19.0% | $6,407+1.3% |
| Admin fee / account holder | $264 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |