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 | $16,650 | $77,899-78.6% | $149,673-88.9% | $75,163-77.8% |
| Participation rate | 18.6% | 65.6%-47.0pp | 78.8%-60.2pp | 67.2%-48.6pp |
| Annual return | 20.76% | 31.72%-11.0pp | 134.42%-113.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $417 | $3,137-86.7% | $4,818-91.3% | $2,670-84.4% |
| Participant deferral / active EE | $1,119 | $3,411-67.2% | $5,680-80.3% | $4,125-72.9% |
| Admin fee / account holder | $224 | $5,956-96.2% | $13,210-98.3% | $5,651-96.0% |