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 | $48,435 | $77,314-37.4% | $177,989-72.8% | $80,856-40.1% |
| Participation rate | 51.4% | 65.7%-14.3pp | 77.1%-25.7pp | 67.6%-16.2pp |
| Annual return | 14.69% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,552 | $2,292-32.3% | $3,949-60.7% | $2,755-43.7% |
| Participant deferral / active EE | $3,440 | $4,411-22.0% | $6,276-45.2% | $4,296-19.9% |
| Admin fee / account holder | $20 | $7,191-99.7% | $10,363-99.8% | $6,918-99.7% |