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 3-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 | $47,458 | $159,934-70.3% | $147,005-67.7% | $145,959-67.5% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 27.15% | 98.24%-71.1pp | 418.76%-391.6pp | 561.95%-534.8pp |
| Employer contribution / active EE | $3,459 | $5,287-34.6% | $4,934-29.9% | $4,661-25.8% |
| Participant deferral / active EE | $6,083 | $8,427-27.8% | $8,070-24.6% | $6,689-9.1% |
| Admin fee / account holder | $8 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |