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 | $34,024 | $127,065-73.2% | $113,168-69.9% | $142,382-76.1% |
| Participation rate | 31.3% | 79.2%-48.0pp | 76.6%-45.3pp | 80.1%-48.9pp |
| Annual return | 20.13% | 24.03%-3.9pp | 24.27%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,163 | $3,442-66.2% | $2,975-60.9% | $4,299-73.0% |
| Participant deferral / active EE | $2,126 | $5,716-62.8% | $5,107-58.4% | $6,507-67.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |