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 | $42,665 | $172,111-75.2% | $150,298-71.6% | $137,256-68.9% |
| Participation rate | 45.0% | 81.7%-36.7pp | 77.8%-32.8pp | 80.0%-35.0pp |
| Annual return | 22.53% | 69.37%-46.8pp | 62.79%-40.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,955 | $4,636-57.8% | $4,154-52.9% | $4,156-53.0% |
| Participant deferral / active EE | $4,343 | $6,166-29.6% | $5,453-20.3% | $6,407-32.2% |
| Admin fee / account holder | $176 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |