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 | $17,533 | $106,584-83.6% | $101,326-82.7% | $142,382-87.7% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 19.17% | 36.93%-17.8pp | 36.82%-17.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,465 | $3,956-63.0% | $3,665-60.0% | $4,299-65.9% |
| Participant deferral / active EE | $2,163 | $8,297-73.9% | $7,994-72.9% | $6,507-66.8% |
| Admin fee / account holder | $115 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |