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 | $32,590 | $227,553-85.7% | $189,557-82.8% | $167,490-80.5% |
| Participation rate | 41.2% | 82.5%-41.3pp | 78.4%-37.3pp | 82.1%-40.9pp |
| Annual return | 25.54% | 78.40%-52.9pp | 64.17%-38.6pp | 478.56%-453.0pp |
| Employer contribution / active EE | $1,600 | $5,316-69.9% | $4,412-63.7% | $4,837-66.9% |
| Participant deferral / active EE | $2,735 | $7,002-60.9% | $6,174-55.7% | $6,341-56.9% |
| Admin fee / account holder | $141 | $11,878-98.8% | $9,807-98.6% | $12,309-98.9% |