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 | $27,621 | $165,984-83.4% | $164,813-83.2% | $145,922-81.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 14.56% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,248 | $5,273-76.3% | $4,341-71.2% | $4,660-73.2% |
| Participant deferral / active EE | $2,069 | $6,959-70.3% | $6,031-65.7% | $6,688-69.1% |
| Admin fee / account holder | $105 | $16,648-99.4% | $12,690-99.2% | $13,397-99.2% |