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 | $23,203 | $178,174-87.0% | $156,181-85.1% | $137,256-83.1% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.8%-24.3pp | 80.0%-25.4pp |
| Annual return | 67.65% | 84.19%-16.5pp | 64.87%+2.8pp | 220.34%-152.7pp |
| Employer contribution / active EE | $3,196 | $4,972-35.7% | $4,294-25.6% | $4,156-23.1% |
| Participant deferral / active EE | $5,797 | $6,888-15.8% | $6,132-5.5% | $6,407-9.5% |
| Admin fee / account holder | $106 | $17,404-99.4% | $14,586-99.3% | $12,270-99.1% |