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 | $27,524 | $112,729-75.6% | $98,716-72.1% | $137,256-79.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 25.71% | 38.48%-12.8pp | 31.81%-6.1pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,490 | $2,725-45.3% | $2,279-34.6% | $4,156-64.1% |
| Participant deferral / active EE | $2,797 | $4,640-39.7% | $4,048-30.9% | $6,407-56.3% |
| Admin fee / account holder | $124 | $10,129-98.8% | $8,703-98.6% | $12,270-99.0% |