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 | $15,924 | $106,515-85.0% | $96,683-83.5% | $139,434-88.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 21.80% | 38.43%-16.6pp | 35.69%-13.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $939 | $4,103-77.1% | $3,737-74.9% | $4,751-80.2% |
| Participant deferral / active EE | $3,282 | $5,454-39.8% | $4,878-32.7% | $6,710-51.1% |
| Admin fee / account holder | $127 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |