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 | $31,774 | $74,888-57.6% | $71,209-55.4% | $142,382-77.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 25.34% | 345.14%-319.8pp | 282.51%-257.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $2,673 | $2,854-6.4% | $2,721-1.8% | $4,299-37.8% |
| Participant deferral / active EE | $3,323 | $4,454-25.4% | $4,175-20.4% | $6,507-48.9% |
| Admin fee / account holder | $103 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |