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 | $30,419 | $159,602-80.9% | $150,045-79.7% | $142,382-78.6% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.3%-37.9pp | 80.1%-35.7pp |
| Annual return | 25.51% | 70.24%-44.7pp | 62.55%-37.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,872 | $4,961-62.3% | $4,693-60.1% | $4,299-56.5% |
| Participant deferral / active EE | $3,744 | $8,310-54.9% | $7,997-53.2% | $6,507-42.5% |
| Admin fee / account holder | $183 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |