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 | $12,782 | $51,576-75.2% | $129,207-90.1% | $80,856-84.2% |
| Participation rate | 33.3% | 57.0%-23.6pp | 69.6%-36.3pp | 67.6%-34.3pp |
| Annual return | 13.84% | 20.81%-7.0pp | 9417.33%-9403.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,033 | $1,584-34.8% | $4,153-75.1% | $2,755-62.5% |
| Participant deferral / active EE | $1,349 | $2,669-49.5% | $4,168-67.6% | $4,296-68.6% |
| Admin fee / account holder | $186 | $4,305-95.7% | $7,715-97.6% | $6,918-97.3% |