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 | $68,095 | $159,934-57.4% | $147,005-53.7% | $145,959-53.3% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 14.70% | 98.24%-83.5pp | 418.76%-404.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,925 | $5,287-63.6% | $4,934-61.0% | $4,661-58.7% |
| Participant deferral / active EE | $12,531 | $8,427+48.7% | $8,070+55.3% | $6,689+87.4% |
| Admin fee / account holder | $33 | $15,053-99.8% | $13,006-99.7% | $13,398-99.8% |