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 5-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 | $21,663 | $114,381-81.1% | $107,525-79.9% | $142,382-84.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 25.96% | 242.71%-216.8pp | 181.32%-155.4pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,380 | $4,015-65.6% | $3,754-63.2% | $4,299-67.9% |
| Participant deferral / active EE | $3,380 | $5,564-39.3% | $5,116-33.9% | $6,507-48.1% |
| Admin fee / account holder | $70 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |