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 | $15,514 | $76,407-79.7% | $150,298-89.7% | $82,448-81.2% |
| Participation rate | 26.5% | 66.4%-39.9pp | 77.8%-51.3pp | 68.1%-41.6pp |
| Annual return | 21.73% | 39.99%-18.3pp | 62.79%-41.1pp | 41.64%-19.9pp |
| Employer contribution / active EE | $370 | $2,614-85.8% | $4,154-91.1% | $2,551-85.5% |
| Participant deferral / active EE | $1,187 | $3,214-63.1% | $5,453-78.2% | $4,139-71.3% |
| Admin fee / account holder | $54 | $6,352-99.1% | $14,116-99.6% | $7,234-99.2% |