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 | $18,838 | $87,166-78.4% | $76,735-75.5% | $137,256-86.3% |
| Participation rate | 35.7% | 74.4%-38.6pp | 69.5%-33.8pp | 80.0%-44.2pp |
| Annual return | 26.89% | 26.50%+0.4pp | 29.77%-2.9pp | 220.34%-193.5pp |
| Employer contribution / active EE | $1,219 | $2,904-58.0% | $2,454-50.3% | $4,156-70.7% |
| Participant deferral / active EE | $1,665 | $4,726-64.8% | $4,088-59.3% | $6,407-74.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |