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 | $55,293 | $100,970-45.2% | $96,576-42.7% | $137,256-59.7% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 16.81% | 38.16%-21.4pp | 38.47%-21.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,568 | $3,809-58.8% | $3,553-55.9% | $4,156-62.3% |
| Participant deferral / active EE | $3,918 | $8,286-52.7% | $7,956-50.8% | $6,407-38.8% |
| Admin fee / account holder | $15 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |