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 | $35,836 | $175,202-79.5% | $149,673-76.1% | $139,434-74.3% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 26.77% | 166.71%-139.9pp | 134.42%-107.6pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,596 | $5,474-70.8% | $4,818-66.9% | $4,751-66.4% |
| Participant deferral / active EE | $8,694 | $6,519+33.4% | $5,680+53.1% | $6,710+29.6% |
| Admin fee / account holder | $15 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |