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 | $22,504 | $106,515-78.9% | $96,683-76.7% | $139,434-83.9% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.3%-21.7pp | 80.3%-27.7pp |
| Annual return | 23.60% | 38.43%-14.8pp | 35.69%-12.1pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,444 | $4,103-64.8% | $3,737-61.4% | $4,751-69.6% |
| Participant deferral / active EE | $3,621 | $5,454-33.6% | $4,878-25.8% | $6,710-46.0% |
| Admin fee / account holder | $99 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |