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 | $124,425-75.6% | $112,040-72.9% | $137,256-77.9% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 30.38% | 24.72%+5.7pp | 24.52%+5.9pp | 220.34%-190.0pp |
| Employer contribution / active EE | $1,345 | $3,411-60.6% | $2,954-54.5% | $4,156-67.6% |
| Participant deferral / active EE | $2,960 | $5,718-48.2% | $5,098-41.9% | $6,407-53.8% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |