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 4-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 | $22,010 | $97,125-77.3% | $86,233-74.5% | $137,256-84.0% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.0%-5.4pp | 80.0%-16.3pp |
| Annual return | 17.61% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,293 | $2,841-54.5% | $2,504-48.4% | $4,156-68.9% |
| Participant deferral / active EE | $2,842 | $5,180-45.1% | $4,559-37.7% | $6,407-55.6% |
| Admin fee / account holder | $138 | $9,725-98.6% | $8,342-98.3% | $12,270-98.9% |