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 3-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 | $30,400 | $127,065-76.1% | $113,168-73.1% | $142,382-78.6% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 30.38% | 24.03%+6.3pp | 24.27%+6.1pp | 217.08%-186.7pp |
| Employer contribution / active EE | $1,345 | $3,442-60.9% | $2,975-54.8% | $4,299-68.7% |
| Participant deferral / active EE | $2,960 | $5,716-48.2% | $5,107-42.0% | $6,507-54.5% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |