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 4-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 | $14,048 | $107,452-86.9% | $91,541-84.7% | $142,382-90.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 26.75% | 22.06%+4.7pp | 20.50%+6.2pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,438 | $2,994-52.0% | $2,505-42.6% | $4,299-66.6% |
| Participant deferral / active EE | $1,894 | $4,754-60.2% | $4,008-52.7% | $6,507-70.9% |
| Admin fee / account holder | $281 | $8,834-96.8% | $6,956-96.0% | $12,624-97.8% |