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 3-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 | $34,414 | $47,479-27.5% | $62,929-45.3% | $82,448-58.3% |
| Participation rate | 36.4% | 66.9%-30.5pp | 73.1%-36.7pp | 68.1%-31.7pp |
| Annual return | 17.67% | 20.34%-2.7pp | 1063.93%-1046.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $707 | $1,885-62.5% | $2,505-71.8% | $2,551-72.3% |
| Participant deferral / active EE | $1,940 | $2,870-32.4% | $3,888-50.1% | $4,139-53.1% |
| Admin fee / account holder | $253 | $3,804-93.4% | $5,065-95.0% | $7,234-96.5% |