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 4-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 | $25,331 | $54,705-53.7% | $71,209-64.4% | $84,808-70.1% |
| Participation rate | 38.7% | 64.1%-25.4pp | 73.8%-35.0pp | 68.3%-29.6pp |
| Annual return | 17.75% | 35.90%-18.1pp | 282.51%-264.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $665 | $2,158-69.2% | $2,721-75.6% | $2,631-74.7% |
| Participant deferral / active EE | $2,006 | $3,030-33.8% | $4,175-52.0% | $4,212-52.4% |
| Admin fee / account holder | $242 | $4,863-95.0% | $5,349-95.5% | $7,344-96.7% |