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 | $25,122 | $159,602-84.3% | $150,045-83.3% | $142,382-82.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 26.90% | 70.24%-43.3pp | 62.55%-35.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,368 | $4,961-52.3% | $4,693-49.5% | $4,299-44.9% |
| Participant deferral / active EE | $7,110 | $8,310-14.4% | $7,997-11.1% | $6,507+9.3% |
| Admin fee / account holder | $9 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |