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 7-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 | $31,026 | $114,381-72.9% | $107,525-71.1% | $142,382-78.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 24.07% | 242.71%-218.6pp | 181.32%-157.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,403 | $4,015-65.1% | $3,754-62.6% | $4,299-67.4% |
| Participant deferral / active EE | $4,230 | $5,564-24.0% | $5,116-17.3% | $6,507-35.0% |
| Admin fee / account holder | $139 | $9,860-98.6% | $8,919-98.4% | $12,624-98.9% |