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 5-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 | $17,014 | $111,754-84.8% | $103,333-83.5% | $145,922-88.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 11.50% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,387 | $4,212-67.1% | $3,868-64.1% | $4,660-70.2% |
| Participant deferral / active EE | $3,578 | $5,619-36.3% | $5,057-29.3% | $6,688-46.5% |
| Admin fee / account holder | $38 | $9,750-99.6% | $8,355-99.6% | $13,397-99.7% |