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 | $34,331 | $97,125-64.7% | $86,233-60.2% | $137,256-75.0% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 21.09% | 74.19%-53.1pp | 61.39%-40.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $634 | $2,841-77.7% | $2,504-74.7% | $4,156-84.8% |
| Participant deferral / active EE | $1,949 | $5,180-62.4% | $4,559-57.3% | $6,407-69.6% |
| Admin fee / account holder | $277 | $9,725-97.2% | $8,342-96.7% | $12,270-97.7% |