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 | $21,502 | $114,381-81.2% | $107,525-80.0% | $142,382-84.9% |
| Participation rate | 61.9% | 78.1%-16.2pp | 75.1%-13.2pp | 80.1%-18.2pp |
| Annual return | 24.87% | 242.71%-217.8pp | 181.32%-156.4pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,662 | $4,015-58.6% | $3,754-55.7% | $4,299-61.3% |
| Participant deferral / active EE | $2,606 | $5,564-53.2% | $5,116-49.1% | $6,507-60.0% |
| Admin fee / account holder | $90 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |