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 | $21,102 | $61,272-65.6% | $149,673-85.9% | $71,457-70.5% |
| Participation rate | 27.8% | 62.5%-34.7pp | 78.8%-51.0pp | 67.9%-40.1pp |
| Annual return | 27.78% | 35.85%-8.1pp | 134.42%-106.6pp | 28.85%-1.1pp |
| Employer contribution / active EE | $1,361 | $2,378-42.8% | $4,818-71.7% | $2,588-47.4% |
| Participant deferral / active EE | $1,876 | $2,917-35.7% | $5,680-67.0% | $4,289-56.3% |
| Admin fee / account holder | $250 | $1,261-80.2% | $13,210-98.1% | $1,587-84.3% |