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 | $31,157 | $110,257-71.7% | $96,544-67.7% | $139,434-77.7% |
| Participation rate | 45.5% | 78.1%-32.6pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 27.54% | 26.32%+1.2pp | 25.84%+1.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,053 | $3,620-70.9% | $2,965-64.5% | $4,751-77.8% |
| Participant deferral / active EE | $4,101 | $5,548-26.1% | $4,851-15.5% | $6,710-38.9% |
| Admin fee / account holder | $266 | $11,591-97.7% | $8,252-96.8% | $11,403-97.7% |