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 | $21,823 | $57,541-62.1% | $95,745-77.2% | $75,163-71.0% |
| Participation rate | 61.5% | 62.5%-1.0pp | 72.3%-10.7pp | 67.2%-5.7pp |
| Annual return | 22.71% | 34.93%-12.2pp | 28.35%-5.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $2,525 | $1,808+39.7% | $2,835-10.9% | $2,670-5.4% |
| Participant deferral / active EE | $3,719 | $3,074+21.0% | $4,245-12.4% | $4,125-9.9% |
| Admin fee / account holder | $114 | $4,099-97.2% | $5,678-98.0% | $5,651-98.0% |