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 | $16,001 | $93,071-82.8% | $74,583-78.5% | $273,961-94.2% |
| Participation rate | 52.6% | 74.9%-22.3pp | 68.1%-15.5pp | 83.0%-30.4pp |
| Annual return | 16.63% | 26.18%-9.5pp | 20.47%-3.8pp | 41.45%-24.8pp |
| Employer contribution / active EE | $837 | $3,160-73.5% | $2,525-66.8% | $4,869-82.8% |
| Participant deferral / active EE | $2,642 | $4,160-36.5% | $3,458-23.6% | $5,287-50.0% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |