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 4-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 | $82,979 | $163,101-49.1% | $136,749-39.3% | $142,382-41.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 20.09% | 27.54%-7.5pp | 24.33%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,003 | $4,117-51.4% | $3,400-41.1% | $4,299-53.4% |
| Participant deferral / active EE | $9,538 | $5,585+70.8% | $4,692+103.3% | $6,507+46.6% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |