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 | $15,225 | $111,754-86.4% | $103,333-85.3% | $145,922-89.6% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 19.80% | 24.77%-5.0pp | 24.88%-5.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,035 | $4,212-51.7% | $3,868-47.4% | $4,660-56.3% |
| Participant deferral / active EE | $3,999 | $5,619-28.8% | $5,057-20.9% | $6,688-40.2% |
| Admin fee / account holder | $28 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |