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 | $17,086 | $100,773-83.0% | $88,946-80.8% | $142,382-88.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 23.70% | 70.18%-46.5pp | 57.82%-34.1pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,337 | $2,918-54.2% | $2,555-47.7% | $4,299-68.9% |
| Participant deferral / active EE | $1,470 | $5,230-71.9% | $4,581-67.9% | $6,507-77.4% |
| Admin fee / account holder | $80 | $9,693-99.2% | $8,261-99.0% | $12,624-99.4% |