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 | $17,144 | $180,749-90.5% | $160,784-89.3% | $137,256-87.5% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 24.75% | 2234.46%-2209.7pp | 1803.92%-1779.2pp | 220.34%-195.6pp |
| Employer contribution / active EE | $902 | $4,155-78.3% | $3,733-75.8% | $4,156-78.3% |
| Participant deferral / active EE | $1,454 | $6,844-78.8% | $6,293-76.9% | $6,407-77.3% |
| Admin fee / account holder | $168 | $10,397-98.4% | $9,717-98.3% | $12,270-98.6% |