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 5-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 | $25,338 | $124,425-79.6% | $112,040-77.4% | $137,256-81.5% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 25.48% | 24.72%+0.8pp | 24.52%+1.0pp | 220.34%-194.9pp |
| Employer contribution / active EE | $848 | $3,411-75.1% | $2,954-71.3% | $4,156-79.6% |
| Participant deferral / active EE | $4,924 | $5,718-13.9% | $5,098-3.4% | $6,407-23.1% |
| Admin fee / account holder | $83 | $15,207-99.5% | $12,098-99.3% | $12,270-99.3% |