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 | $21,604 | $77,419-72.1% | $69,455-68.9% | $152,861-85.9% |
| Participation rate | 57.1% | 78.1%-21.0pp | 74.6%-17.5pp | 82.4%-25.3pp |
| Annual return | 24.20% | 39.06%-14.9pp | 28.97%-4.8pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,181 | $3,315-64.4% | $2,779-57.5% | $4,762-75.2% |
| Participant deferral / active EE | $7,379 | $4,414+67.2% | $3,535+108.7% | $5,850+26.1% |
| Admin fee / account holder | $46 | $6,207-99.3% | $3,839-98.8% | $11,596-99.6% |