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 | $11,846 | $46,553-74.6% | $64,056-81.5% | $75,163-84.2% |
| Participation rate | 46.4% | 65.9%-19.5pp | 72.3%-25.9pp | 67.2%-20.8pp |
| Annual return | 25.77% | 26.03%-0.3pp | 33.69%-7.9pp | 160.62%-134.8pp |
| Employer contribution / active EE | $870 | $1,974-55.9% | $2,747-68.3% | $2,670-67.4% |
| Participant deferral / active EE | $2,943 | $2,837+3.8% | $3,880-24.1% | $4,125-28.6% |
| Admin fee / account holder | $197 | $2,952-93.3% | $3,068-93.6% | $5,651-96.5% |