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 7-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 | $18,220 | $77,899-76.6% | $149,673-87.8% | $75,163-75.8% |
| Participation rate | 59.5% | 65.6%-6.1pp | 78.8%-19.3pp | 67.2%-7.7pp |
| Annual return | 29.21% | 31.72%-2.5pp | 134.42%-105.2pp | 160.62%-131.4pp |
| Employer contribution / active EE | $1,186 | $3,137-62.2% | $4,818-75.4% | $2,670-55.6% |
| Participant deferral / active EE | $2,358 | $3,411-30.9% | $5,680-58.5% | $4,125-42.8% |
| Admin fee / account holder | $16 | $5,956-99.7% | $13,210-99.9% | $5,651-99.7% |