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 | $21,628 | $127,264-83.0% | $109,895-80.3% | $167,490-87.1% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.2%-45.6pp | 82.1%-53.5pp |
| Annual return | 29.72% | 22.97%+6.8pp | 29.45%+0.3pp | 478.56%-448.8pp |
| Employer contribution / active EE | $837 | $3,322-74.8% | $2,842-70.6% | $4,837-82.7% |
| Participant deferral / active EE | $3,904 | $4,514-13.5% | $4,048-3.6% | $6,341-38.4% |
| Admin fee / account holder | $59 | $7,114-99.2% | $6,066-99.0% | $12,309-99.5% |