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 | $42,793 | $166,020-74.2% | $164,866-74.0% | $145,959-70.7% |
| Participation rate | 12.5% | 82.0%-69.5pp | 78.6%-66.1pp | 80.3%-67.8pp |
| Annual return | 16.38% | 100.08%-83.7pp | 69.97%-53.6pp | 561.95%-545.6pp |
| Employer contribution / active EE | $2,974 | $5,275-43.6% | $4,343-31.5% | $4,661-36.2% |
| Participant deferral / active EE | $3,819 | $6,961-45.1% | $6,033-36.7% | $6,689-42.9% |
| Admin fee / account holder | $164 | $16,644-99.0% | $12,689-98.7% | $13,398-98.8% |