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 | $29,859 | $210,648-85.8% | $177,989-83.2% | $145,922-79.5% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 29.19% | 385.86%-356.7pp | 294.48%-265.3pp | 561.29%-532.1pp |
| Employer contribution / active EE | $1,045 | $4,565-77.1% | $3,949-73.5% | $4,660-77.6% |
| Participant deferral / active EE | $3,288 | $6,958-52.7% | $6,276-47.6% | $6,688-50.8% |
| Admin fee / account holder | $136 | $12,013-98.9% | $10,363-98.7% | $13,397-99.0% |