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 | $51,269 | $64,839-20.9% | $95,585-46.4% | $84,808-39.5% |
| Participation rate | 62.1% | 63.8%-1.7pp | 72.1%-10.0pp | 68.3%-6.2pp |
| Annual return | 20.91% | -670.96%+691.9pp | 38.56%-17.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,499 | $1,759+42.1% | $2,527-1.1% | $2,631-5.0% |
| Participant deferral / active EE | $3,985 | $2,965+34.4% | $4,023-0.9% | $4,212-5.4% |
| Admin fee / account holder | $270 | $5,964-95.5% | $6,127-95.6% | $7,344-96.3% |