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 4-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 | $24,725 | $165,984-85.1% | $164,813-85.0% | $145,922-83.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 20.39% | 100.03%-79.6pp | 69.93%-49.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $4,268 | $5,273-19.1% | $4,341-1.7% | $4,660-8.4% |
| Participant deferral / active EE | $4,757 | $6,959-31.6% | $6,031-21.1% | $6,688-28.9% |
| Admin fee / account holder | $181 | $16,648-98.9% | $12,690-98.6% | $13,397-98.6% |