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 6-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 | $33,797 | $93,571-63.9% | $135,903-75.1% | $75,163-55.0% |
| Participation rate | 46.7% | 75.2%-28.5pp | 81.9%-35.2pp | 67.2%-20.5pp |
| Annual return | 23.76% | 30.90%-7.1pp | 68.23%-44.5pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,538 | $3,537-56.5% | $4,856-68.3% | $2,670-42.4% |
| Participant deferral / active EE | $5,392 | $6,404-15.8% | $7,758-30.5% | $4,125+30.7% |
| Admin fee / account holder | $129 | $6,975-98.1% | $10,762-98.8% | $5,651-97.7% |