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 | $29,420 | $31,310-6.0% | $53,898-45.4% | $74,304-60.4% |
| Participation rate | 15.5% | 30.7%-15.1pp | 55.0%-39.4pp | 60.3%-44.8pp |
| Annual return | 16.08% | 23.16%-7.1pp | 528.60%-512.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $515 | $450+14.4% | $932-44.8% | $2,241-77.0% |
| Participant deferral / active EE | $935 | $934+0.1% | $1,826-48.8% | $3,767-75.2% |
| Admin fee / account holder | $269 | $2,175-87.6% | $2,491-89.2% | $2,969-90.9% |