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 | $29,587 | $58,879-49.7% | $178,490-83.4% | $73,488-59.7% |
| Participation rate | 18.0% | 66.2%-48.2pp | 81.9%-63.9pp | 70.7%-52.7pp |
| Annual return | 12.64% | 24.86%-12.2pp | 151.07%-138.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $386 | $2,236-82.7% | $5,011-92.3% | $2,270-83.0% |
| Participant deferral / active EE | $1,046 | $2,567-59.3% | $5,202-79.9% | $3,740-72.0% |
| Admin fee / account holder | $223 | $400-44.2% | $13,984-98.4% | $513-56.5% |