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 | $111,535-84.9% | $105,223-84.0% | $137,256-87.8% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.0%-6.6pp | 80.0%-11.5pp |
| Annual return | 21.53% | 237.85%-216.3pp | 180.65%-159.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,322 | $3,939-66.4% | $3,689-64.2% | $4,156-68.2% |
| Participant deferral / active EE | $2,684 | $5,500-51.2% | $5,072-47.1% | $6,407-58.1% |
| Admin fee / account holder | $195 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |