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 | $11,828 | $77,899-84.8% | $149,673-92.1% | $75,163-84.3% |
| Participation rate | 31.7% | 65.6%-33.9pp | 78.8%-47.1pp | 67.2%-35.5pp |
| Annual return | 21.69% | 31.72%-10.0pp | 134.42%-112.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $434 | $3,137-86.2% | $4,818-91.0% | $2,670-83.8% |
| Participant deferral / active EE | $1,365 | $3,411-60.0% | $5,680-76.0% | $4,125-66.9% |
| Admin fee / account holder | $179 | $5,956-97.0% | $13,210-98.6% | $5,651-96.8% |