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 | $29,682 | $179,726-83.5% | $156,263-81.0% | $142,382-79.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 45.81% | 77.86%-32.1pp | 59.47%-13.7pp | 217.08%-171.3pp |
| Employer contribution / active EE | $1,943 | $5,069-61.7% | $4,333-55.2% | $4,299-54.8% |
| Participant deferral / active EE | $3,543 | $6,956-49.1% | $6,158-42.5% | $6,507-45.6% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |