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 5-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 | $22,294 | $100,773-77.9% | $88,946-74.9% | $142,382-84.3% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 23.61% | 70.18%-46.6pp | 57.82%-34.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,125 | $2,918-61.5% | $2,555-56.0% | $4,299-73.8% |
| Participant deferral / active EE | $1,281 | $5,230-75.5% | $4,581-72.0% | $6,507-80.3% |
| Admin fee / account holder | $81 | $9,693-99.2% | $8,261-99.0% | $12,624-99.4% |