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 7-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 | $19,425 | $115,770-83.2% | $101,248-80.8% | $158,922-87.8% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 35.50% | 56.14%-20.6pp | 46.47%-11.0pp | 302.83%-267.3pp |
| Employer contribution / active EE | $1,851 | $4,175-55.7% | $3,660-49.4% | $4,761-61.1% |
| Participant deferral / active EE | $2,997 | $4,957-39.5% | $4,370-31.4% | $5,982-49.9% |
| Admin fee / account holder | $54 | $7,245-99.3% | $5,945-99.1% | $11,246-99.5% |