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 | $17,086 | $97,125-82.4% | $86,233-80.2% | $137,256-87.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 23.70% | 74.19%-50.5pp | 61.39%-37.7pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,337 | $2,841-52.9% | $2,504-46.6% | $4,156-67.8% |
| Participant deferral / active EE | $1,470 | $5,180-71.6% | $4,559-67.8% | $6,407-77.1% |
| Admin fee / account holder | $80 | $9,725-99.2% | $8,342-99.0% | $12,270-99.3% |