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 3-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 | $15,954 | $112,729-85.8% | $98,716-83.8% | $137,256-88.4% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.3%-13.7pp | 80.0%-24.4pp |
| Annual return | 29.93% | 38.48%-8.6pp | 31.81%-1.9pp | 220.34%-190.4pp |
| Employer contribution / active EE | $1,224 | $2,725-55.1% | $2,279-46.3% | $4,156-70.6% |
| Participant deferral / active EE | $4,348 | $4,640-6.3% | $4,048+7.4% | $6,407-32.1% |
| Admin fee / account holder | $84 | $10,129-99.2% | $8,703-99.0% | $12,270-99.3% |