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 | $29,240 | $97,125-69.9% | $86,233-66.1% | $137,256-78.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 23.11% | 74.19%-51.1pp | 61.39%-38.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,566 | $2,841-44.9% | $2,504-37.5% | $4,156-62.3% |
| Participant deferral / active EE | $3,420 | $5,180-34.0% | $4,559-25.0% | $6,407-46.6% |
| Admin fee / account holder | $100 | $9,725-99.0% | $8,342-98.8% | $12,270-99.2% |