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 | $32,779 | $61,605-46.8% | $112,229-70.8% | $75,163-56.4% |
| Participation rate | 32.1% | 61.7%-29.5pp | 72.4%-40.3pp | 67.2%-35.0pp |
| Annual return | 16.70% | 28.47%-11.8pp | 30.20%-13.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,036 | $2,015-48.6% | $3,430-69.8% | $2,670-61.2% |
| Participant deferral / active EE | $1,636 | $3,108-47.4% | $4,798-65.9% | $4,125-60.4% |
| Admin fee / account holder | $20 | $4,862-99.6% | $7,748-99.7% | $5,651-99.7% |