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 | $18,386 | $94,338-80.5% | $100,534-81.7% | $142,382-87.1% |
| Participation rate | 57.1% | 81.7%-24.6pp | 80.6%-23.5pp | 80.1%-23.0pp |
| Annual return | 32.28% | 29.20%+3.1pp | 32.66%-0.4pp | 217.08%-184.8pp |
| Employer contribution / active EE | $2,264 | $4,237-46.6% | $4,346-47.9% | $4,299-47.3% |
| Participant deferral / active EE | $3,315 | $5,934-44.1% | $6,144-46.0% | $6,507-49.1% |
| Admin fee / account holder | $57 | $8,421-99.3% | $7,654-99.3% | $12,624-99.5% |