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 | $16,791 | $114,381-85.3% | $107,525-84.4% | $142,382-88.2% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.1%-6.7pp | 80.1%-11.7pp |
| Annual return | 21.53% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,322 | $4,015-67.1% | $3,754-64.8% | $4,299-69.3% |
| Participant deferral / active EE | $2,684 | $5,564-51.8% | $5,116-47.5% | $6,507-58.7% |
| Admin fee / account holder | $195 | $9,860-98.0% | $8,919-97.8% | $12,624-98.5% |