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 | $28,564 | $132,634-78.5% | $115,768-75.3% | $137,256-79.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 22.83% | 160.70%-137.9pp | 100.46%-77.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $797 | $3,360-76.3% | $2,940-72.9% | $4,156-80.8% |
| Participant deferral / active EE | $1,595 | $5,619-71.6% | $4,917-67.6% | $6,407-75.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |