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 9-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 | $58,386 | $104,974-44.4% | $95,585-38.9% | $142,382-59.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 15.75% | 210.33%-194.6pp | 38.56%-22.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,136 | $2,779-59.1% | $2,527-55.0% | $4,299-73.6% |
| Participant deferral / active EE | $2,560 | $4,352-41.2% | $4,023-36.4% | $6,507-60.7% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |