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 | $21,578 | $79,449-72.8% | $189,557-88.6% | $85,850-74.9% |
| Participation rate | 27.8% | 66.0%-38.2pp | 78.4%-50.7pp | 69.3%-41.5pp |
| Annual return | 17.23% | 18.45%-1.2pp | 64.17%-46.9pp | 318.53%-301.3pp |
| Employer contribution / active EE | $525 | $2,081-74.8% | $4,412-88.1% | $2,565-79.5% |
| Participant deferral / active EE | $1,842 | $4,051-54.5% | $6,174-70.2% | $3,952-53.4% |
| Admin fee / account holder | $263 | $5,377-95.1% | $9,807-97.3% | $6,260-95.8% |