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 5-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 | $17,997 | $111,754-83.9% | $103,333-82.6% | $145,922-87.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 13.10% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,518 | $4,212-64.0% | $3,868-60.8% | $4,660-67.4% |
| Participant deferral / active EE | $3,129 | $5,619-44.3% | $5,057-38.1% | $6,688-53.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |