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 | $25,888 | $177,572-85.4% | $154,803-83.3% | $142,382-81.8% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 24.65% | 65.07%-40.4pp | 58.88%-34.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,140 | $4,810-55.5% | $4,305-50.3% | $4,299-50.2% |
| Participant deferral / active EE | $3,614 | $6,272-42.4% | $5,540-34.8% | $6,507-44.5% |
| Admin fee / account holder | $144 | $16,786-99.1% | $14,329-99.0% | $12,624-98.9% |