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 | $32,460 | $71,050-54.3% | $93,606-65.3% | $80,856-59.9% |
| Participation rate | 28.0% | 60.4%-32.4pp | 68.7%-40.7pp | 67.6%-39.6pp |
| Annual return | 29.91% | 11.26%+18.6pp | 133.20%-103.3pp | 35.59%-5.7pp |
| Employer contribution / active EE | $724 | $1,564-53.7% | $2,420-70.1% | $2,755-73.7% |
| Participant deferral / active EE | $3,432 | $4,034-14.9% | $4,411-22.2% | $4,296-20.1% |
| Admin fee / account holder | $18 | $6,945-99.7% | $8,285-99.8% | $6,918-99.7% |