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 6-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 | $29,249 | $209,336-86.0% | $197,124-85.2% | $137,256-78.7% |
| Participation rate | 52.4% | 87.3%-34.9pp | 86.7%-34.3pp | 80.0%-27.6pp |
| Annual return | 17.61% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,052 | $6,591-68.9% | $6,227-67.1% | $4,156-50.6% |
| Participant deferral / active EE | $3,079 | $9,614-68.0% | $9,135-66.3% | $6,407-51.9% |
| Admin fee / account holder | $114 | $17,308-99.3% | $16,298-99.3% | $12,270-99.1% |