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 6-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 | $18,885 | $54,705-65.5% | $71,209-73.5% | $84,808-77.7% |
| Participation rate | 40.4% | 64.1%-23.6pp | 73.8%-33.3pp | 68.3%-27.9pp |
| Annual return | 26.20% | 35.90%-9.7pp | 282.51%-256.3pp | 40.90%-14.7pp |
| Employer contribution / active EE | $1,435 | $2,158-33.5% | $2,721-47.3% | $2,631-45.5% |
| Participant deferral / active EE | $2,034 | $3,030-32.9% | $4,175-51.3% | $4,212-51.7% |
| Admin fee / account holder | $145 | $4,863-97.0% | $5,349-97.3% | $7,344-98.0% |