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 7-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 | $23,581 | $106,515-77.9% | $96,683-75.6% | $139,434-83.1% |
| Participation rate | 61.9% | 77.8%-15.9pp | 74.3%-12.4pp | 80.3%-18.4pp |
| Annual return | 22.32% | 38.43%-16.1pp | 35.69%-13.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,972 | $4,103-51.9% | $3,737-47.2% | $4,751-58.5% |
| Participant deferral / active EE | $3,027 | $5,454-44.5% | $4,878-38.0% | $6,710-54.9% |
| Admin fee / account holder | $79 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |