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 | $30,079 | $172,111-82.5% | $150,298-80.0% | $137,256-78.1% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 16.16% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,455 | $4,636-47.0% | $4,154-40.9% | $4,156-40.9% |
| Participant deferral / active EE | $4,162 | $6,166-32.5% | $5,453-23.7% | $6,407-35.0% |
| Admin fee / account holder | $123 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |