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 | $20,339 | $163,101-87.5% | $136,749-85.1% | $142,382-85.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 20.07% | 27.54%-7.5pp | 24.33%-4.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,612 | $4,117-60.8% | $3,400-52.6% | $4,299-62.5% |
| Participant deferral / active EE | $2,114 | $5,585-62.2% | $4,692-55.0% | $6,507-67.5% |
| Admin fee / account holder | $270 | $14,318-98.1% | $11,386-97.6% | $12,624-97.9% |