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 | $71,823 | $100,773-28.7% | $88,946-19.3% | $142,382-49.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 17.87% | 70.18%-52.3pp | 57.82%-39.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,869 | $2,918-36.0% | $2,555-26.9% | $4,299-56.5% |
| Participant deferral / active EE | $2,783 | $5,230-46.8% | $4,581-39.2% | $6,507-57.2% |
| Admin fee / account holder | $260 | $9,693-97.3% | $8,261-96.9% | $12,624-97.9% |