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 | $9,153 | $76,407-88.0% | $150,298-93.9% | $82,448-88.9% |
| Participation rate | 41.3% | 66.4%-25.1pp | 77.8%-36.5pp | 68.1%-26.8pp |
| Annual return | 24.59% | 39.99%-15.4pp | 62.79%-38.2pp | 41.64%-17.0pp |
| Employer contribution / active EE | $562 | $2,614-78.5% | $4,154-86.5% | $2,551-78.0% |
| Participant deferral / active EE | $1,485 | $3,214-53.8% | $5,453-72.8% | $4,139-64.1% |
| Admin fee / account holder | $209 | $6,352-96.7% | $14,116-98.5% | $7,234-97.1% |