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 | $18,987 | $81,248-76.6% | $155,509-87.8% | $80,856-76.5% |
| Participation rate | 31.8% | 66.2%-34.4pp | 78.2%-46.4pp | 67.6%-35.8pp |
| Annual return | 12.36% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $475 | $3,100-84.7% | $4,672-89.8% | $2,755-82.7% |
| Participant deferral / active EE | $2,071 | $3,452-40.0% | $5,626-63.2% | $4,296-51.8% |
| Admin fee / account holder | $87 | $7,997-98.9% | $15,912-99.5% | $6,918-98.7% |