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 | $16,216 | $109,982-85.3% | $97,226-83.3% | $145,922-88.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 14.57% | 242.90%-228.3pp | 75.13%-60.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,142 | $3,084-63.0% | $2,729-58.1% | $4,660-75.5% |
| Participant deferral / active EE | $2,045 | $4,676-56.3% | $4,264-52.0% | $6,688-69.4% |
| Admin fee / account holder | $181 | $6,221-97.1% | $5,654-96.8% | $13,397-98.6% |