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 | $54,863 | $118,427-53.7% | $66,042-16.9% | $142,382-61.5% |
| Participation rate | 33.3% | 68.1%-34.8pp | 67.5%-34.2pp | 80.1%-46.8pp |
| Annual return | 17.73% | 35.57%-17.8pp | 52.11%-34.4pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,560 | $2,570-39.3% | $1,579-1.2% | $4,299-63.7% |
| Participant deferral / active EE | $2,730 | $4,311-36.7% | $2,835-3.7% | $6,507-58.0% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |