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 | $33,292 | $162,781-79.5% | $133,956-75.1% | $158,922-79.1% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 12.69% | 41.94%-29.3pp | 45.09%-32.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,575 | $4,975-48.2% | $3,919-34.3% | $4,761-45.9% |
| Participant deferral / active EE | $4,323 | $5,911-26.9% | $5,048-14.4% | $5,982-27.7% |
| Admin fee / account holder | $116 | $11,736-99.0% | $8,927-98.7% | $11,246-99.0% |