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 6-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 | $19,564 | $124,281-84.3% | $109,143-82.1% | $167,490-88.3% |
| Participation rate | 41.2% | 79.4%-38.3pp | 75.9%-34.7pp | 82.1%-40.9pp |
| Annual return | 18.50% | 26.04%-7.5pp | 25.75%-7.2pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,136 | $4,207-73.0% | $3,722-69.5% | $4,837-76.5% |
| Participant deferral / active EE | $2,167 | $5,255-58.8% | $4,653-53.4% | $6,341-65.8% |
| Admin fee / account holder | $13 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |