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 | $24,430 | $183,592-86.7% | $155,567-84.3% | $145,959-83.3% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.0pp | 80.3%-34.1pp |
| Annual return | 20.85% | 61.24%-40.4pp | 64.74%-43.9pp | 561.95%-541.1pp |
| Employer contribution / active EE | $1,099 | $5,315-79.3% | $4,674-76.5% | $4,661-76.4% |
| Participant deferral / active EE | $2,841 | $6,464-56.1% | $5,628-49.5% | $6,689-57.5% |
| Admin fee / account holder | $134 | $19,318-99.3% | $15,916-99.2% | $13,398-99.0% |