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 4-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 | $23,793 | $127,065-81.3% | $113,168-79.0% | $142,382-83.3% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 21.43% | 24.03%-2.6pp | 24.27%-2.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $950 | $3,442-72.4% | $2,975-68.1% | $4,299-77.9% |
| Participant deferral / active EE | $7,144 | $5,716+25.0% | $5,107+39.9% | $6,507+9.8% |
| Admin fee / account holder | $156 | $15,736-99.0% | $12,068-98.7% | $12,624-98.8% |