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 6-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 | $25,055 | $110,257-77.3% | $96,544-74.0% | $139,434-82.0% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 29.80% | 26.32%+3.5pp | 25.84%+4.0pp | 372.94%-343.1pp |
| Employer contribution / active EE | $1,425 | $3,620-60.6% | $2,965-51.9% | $4,751-70.0% |
| Participant deferral / active EE | $3,880 | $5,548-30.1% | $4,851-20.0% | $6,710-42.2% |
| Admin fee / account holder | $20 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |