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 | $34,145 | $183,592-81.4% | $155,567-78.1% | $145,959-76.6% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 15.67% | 61.24%-45.6pp | 64.74%-49.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $1,513 | $5,315-71.5% | $4,674-67.6% | $4,661-67.5% |
| Participant deferral / active EE | $3,573 | $6,464-44.7% | $5,628-36.5% | $6,689-46.6% |
| Admin fee / account holder | $230 | $19,318-98.8% | $15,916-98.6% | $13,398-98.3% |