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 | $19,756 | $108,919-81.9% | $100,391-80.3% | $145,922-86.5% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 18.10% | 57.88%-39.8pp | 49.20%-31.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $9,745 | $4,419+120.5% | $3,942+147.2% | $4,660+109.1% |
| Participant deferral / active EE | $22,802 | $8,445+170.0% | $8,082+182.1% | $6,688+240.9% |
| Admin fee / account holder | $29 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |