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 6-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 | $27,568 | $177,572-84.5% | $154,803-82.2% | $142,382-80.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 26.31% | 65.07%-38.8pp | 58.88%-32.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,610 | $4,810-45.8% | $4,305-39.4% | $4,299-39.3% |
| Participant deferral / active EE | $4,091 | $6,272-34.8% | $5,540-26.2% | $6,507-37.1% |
| Admin fee / account holder | $93 | $16,786-99.4% | $14,329-99.4% | $12,624-99.3% |