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 | $17,840 | $95,561-81.3% | $77,163-76.9% | $139,434-87.2% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 25.21% | 54.92%-29.7pp | 37.87%-12.7pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,776 | $3,147-43.6% | $2,535-29.9% | $4,751-62.6% |
| Participant deferral / active EE | $3,647 | $4,624-21.1% | $3,833-4.9% | $6,710-45.7% |
| Admin fee / account holder | $57 | $8,295-99.3% | $5,472-99.0% | $11,403-99.5% |