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 | $9,323 | $114,381-91.8% | $107,525-91.3% | $142,382-93.5% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.1%-9.9pp | 80.1%-14.9pp |
| Annual return | 21.97% | 242.71%-220.7pp | 181.32%-159.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,123 | $4,015-72.0% | $3,754-70.1% | $4,299-73.9% |
| Participant deferral / active EE | $3,207 | $5,564-42.4% | $5,116-37.3% | $6,507-50.7% |
| Admin fee / account holder | $5 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |