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 | $32,303 | $67,984-52.5% | $65,493-50.7% | $74,304-56.5% |
| Participation rate | 52.1% | 66.3%-14.2pp | 73.1%-21.0pp | 60.3%-8.3pp |
| Annual return | 20.94% | 19.87%+1.1pp | 982.45%-961.5pp | 29.43%-8.5pp |
| Employer contribution / active EE | $1,008 | $2,491-59.5% | $2,574-60.8% | $2,241-55.0% |
| Participant deferral / active EE | $1,904 | $3,346-43.1% | $3,961-51.9% | $3,767-49.5% |
| Admin fee / account holder | $114 | $1,373-91.7% | $5,028-97.7% | $2,969-96.2% |