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 | $77,943 | $104,974-25.7% | $95,585-18.5% | $142,382-45.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 23.80% | 210.33%-186.5pp | 38.56%-14.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,399 | $2,779-49.7% | $2,527-44.6% | $4,299-67.5% |
| Participant deferral / active EE | $9,549 | $4,352+119.4% | $4,023+137.4% | $6,507+46.8% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |