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 | $8,529 | $53,516-84.1% | $126,539-93.3% | $84,808-89.9% |
| Participation rate | 31.7% | 58.2%-26.5pp | 69.8%-38.1pp | 68.3%-36.6pp |
| Annual return | 20.76% | 58.34%-37.6pp | 425.95%-405.2pp | 40.90%-20.1pp |
| Employer contribution / active EE | $350 | $1,535-77.2% | $3,674-90.5% | $2,631-86.7% |
| Participant deferral / active EE | $837 | $2,671-68.6% | $4,083-79.5% | $4,212-80.1% |
| Admin fee / account holder | $260 | $4,497-94.2% | $6,065-95.7% | $7,344-96.5% |