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 5-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 | $29,058 | $70,606-58.8% | $53,898-46.1% | $142,382-79.6% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 21.03% | 619.81%-598.8pp | 528.60%-507.6pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,529 | $1,202+27.2% | $932+64.0% | $4,299-64.4% |
| Participant deferral / active EE | $2,294 | $2,364-3.0% | $1,826+25.6% | $6,507-64.7% |
| Admin fee / account holder | $109 | $2,852-96.2% | $2,491-95.6% | $12,624-99.1% |