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 | $35,514 | $159,901-77.8% | $146,958-75.8% | $145,922-75.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.32% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,252 | $5,286-76.3% | $4,933-74.6% | $4,660-73.1% |
| Participant deferral / active EE | $6,093 | $8,428-27.7% | $8,070-24.5% | $6,688-8.9% |
| Admin fee / account holder | $268 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |