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 | $10,154 | $52,380-80.6% | $98,755-89.7% | $85,850-88.2% |
| Participation rate | 39.3% | 58.0%-18.7pp | 65.7%-26.4pp | 69.3%-30.0pp |
| Annual return | 18.22% | 25.82%-7.6pp | 49.91%-31.7pp | 318.53%-300.3pp |
| Employer contribution / active EE | $877 | $1,337-34.4% | $2,067-57.6% | $2,565-65.8% |
| Participant deferral / active EE | $1,346 | $2,101-35.9% | $3,035-55.7% | $3,952-65.9% |
| Admin fee / account holder | $143 | $3,865-96.3% | $4,076-96.5% | $6,260-97.7% |