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 | $24,031 | $97,125-75.3% | $86,233-72.1% | $137,256-82.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 23.43% | 74.19%-50.8pp | 61.39%-38.0pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,772 | $2,841-37.6% | $2,504-29.2% | $4,156-57.4% |
| Participant deferral / active EE | $3,099 | $5,180-40.2% | $4,559-32.0% | $6,407-51.6% |
| Admin fee / account holder | $81 | $9,725-99.2% | $8,342-99.0% | $12,270-99.3% |