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 | $81,305 | $111,814-27.3% | $103,374-21.3% | $145,959-44.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 10.73% | 24.77%-14.0pp | 24.89%-14.2pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,286 | $4,214-69.5% | $3,869-66.8% | $4,661-72.4% |
| Participant deferral / active EE | $7,407 | $5,618+31.8% | $5,058+46.5% | $6,689+10.7% |
| Admin fee / account holder | $50 | $9,754-99.5% | $8,394-99.4% | $13,398-99.6% |