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 10-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 | $37,328 | $98,240-62.0% | $82,313-54.7% | $147,584-74.7% |
| Participation rate | 61.1% | 79.7%-18.6pp | 76.9%-15.8pp | 82.8%-21.7pp |
| Annual return | 19.76% | 30.85%-11.1pp | 25.88%-6.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,651 | $3,192-48.3% | $2,428-32.0% | $4,876-66.1% |
| Participant deferral / active EE | $3,383 | $4,383-22.8% | $3,706-8.7% | $5,439-37.8% |
| Admin fee / account holder | $21 | $8,563-99.8% | $5,608-99.6% | $10,885-99.8% |