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 7-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 | $43,036 | $163,101-73.6% | $136,749-68.5% | $142,382-69.8% |
| Participation rate | 28.6% | 78.2%-49.7pp | 72.1%-43.6pp | 80.1%-51.5pp |
| Annual return | 19.51% | 27.54%-8.0pp | 24.33%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,246 | $4,117-69.7% | $3,400-63.4% | $4,299-71.0% |
| Participant deferral / active EE | $2,048 | $5,585-63.3% | $4,692-56.4% | $6,507-68.5% |
| Admin fee / account holder | $292 | $14,318-98.0% | $11,386-97.4% | $12,624-97.7% |