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 | $57,520 | $179,726-68.0% | $156,263-63.2% | $142,382-59.6% |
| Participation rate | 47.8% | 82.1%-34.2pp | 78.9%-31.1pp | 80.1%-32.3pp |
| Annual return | 16.65% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,205 | $5,069-76.2% | $4,333-72.2% | $4,299-72.0% |
| Participant deferral / active EE | $3,697 | $6,956-46.8% | $6,158-40.0% | $6,507-43.2% |
| Admin fee / account holder | $15 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |