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 | $32,082 | $99,918-67.9% | $81,382-60.6% | $145,922-78.0% |
| Participation rate | 47.1% | 74.2%-27.1pp | 69.5%-22.4pp | 80.3%-33.2pp |
| Annual return | 14.79% | 34.32%-19.5pp | 24.73%-9.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,232 | $2,978-58.6% | $2,463-50.0% | $4,660-73.6% |
| Participant deferral / active EE | $3,451 | $4,605-25.1% | $3,883-11.1% | $6,688-48.4% |
| Admin fee / account holder | $85 | $8,212-99.0% | $5,768-98.5% | $13,397-99.4% |