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 7-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 | $32,238 | $201,272-84.0% | $184,203-82.5% | $145,922-77.9% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 15.77% | 29.00%-13.2pp | 28.81%-13.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,945 | $7,022-72.3% | $6,427-69.7% | $4,660-58.3% |
| Participant deferral / active EE | $4,532 | $9,806-53.8% | $9,131-50.4% | $6,688-32.2% |
| Admin fee / account holder | $238 | $16,364-98.5% | $13,901-98.3% | $13,397-98.2% |