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 | $13,107 | $109,982-88.1% | $97,226-86.5% | $145,922-91.0% |
| Participation rate | 38.5% | 75.9%-37.5pp | 72.7%-34.2pp | 80.3%-41.8pp |
| Annual return | 16.98% | 242.90%-225.9pp | 75.13%-58.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,085 | $3,084-64.8% | $2,729-60.2% | $4,660-76.7% |
| Participant deferral / active EE | $1,947 | $4,676-58.4% | $4,264-54.3% | $6,688-70.9% |
| Admin fee / account holder | $25 | $6,221-99.6% | $5,654-99.6% | $13,397-99.8% |