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 | $23,687 | $46,553-49.1% | $64,056-63.0% | $75,163-68.5% |
| Participation rate | 31.0% | 65.9%-34.9pp | 72.3%-41.3pp | 67.2%-36.2pp |
| Annual return | 19.00% | 26.03%-7.0pp | 33.69%-14.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $846 | $1,974-57.1% | $2,747-69.2% | $2,670-68.3% |
| Participant deferral / active EE | $2,313 | $2,837-18.5% | $3,880-40.4% | $4,125-43.9% |
| Admin fee / account holder | $249 | $2,952-91.6% | $3,068-91.9% | $5,651-95.6% |