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 | $19,538 | $54,705-64.3% | $71,209-72.6% | $84,808-77.0% |
| Participation rate | 31.2% | 64.1%-32.9pp | 73.8%-42.6pp | 68.3%-37.1pp |
| Annual return | 25.71% | 35.90%-10.2pp | 282.51%-256.8pp | 40.90%-15.2pp |
| Employer contribution / active EE | $596 | $2,158-72.4% | $2,721-78.1% | $2,631-77.3% |
| Participant deferral / active EE | $1,716 | $3,030-43.4% | $4,175-58.9% | $4,212-59.3% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |