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 | $12,853 | $57,016-77.5% | $84,966-84.9% | $80,856-84.1% |
| Participation rate | 29.8% | 56.3%-26.5pp | 67.5%-37.7pp | 67.6%-37.8pp |
| Annual return | 18.16% | 21.66%-3.5pp | 66.38%-48.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $950 | $1,798-47.1% | $2,727-65.2% | $2,755-65.5% |
| Participant deferral / active EE | $2,205 | $3,110-29.1% | $4,519-51.2% | $4,296-48.7% |
| Admin fee / account holder | $91 | $4,980-98.2% | $6,149-98.5% | $6,918-98.7% |