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 4-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 | $47,519 | $127,386-62.7% | $115,037-58.7% | $125,391-62.1% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,870 | $5,166-63.8% | $4,608-59.4% | $4,866-61.6% |
| Participant deferral / active EE | $3,232 | $6,423-49.7% | $6,026-46.4% | $5,352-39.6% |
| Admin fee / account holder | $72 | $9,516-99.2% | $8,175-99.1% | $9,540-99.2% |