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 | $28,319 | $114,381-75.2% | $107,525-73.7% | $142,382-80.1% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 31.71% | 242.71%-211.0pp | 181.32%-149.6pp | 217.08%-185.4pp |
| Employer contribution / active EE | $1,148 | $4,015-71.4% | $3,754-69.4% | $4,299-73.3% |
| Participant deferral / active EE | $5,481 | $5,564-1.5% | $5,116+7.1% | $6,507-15.8% |
| Admin fee / account holder | $272 | $9,860-97.2% | $8,919-97.0% | $12,624-97.8% |