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 | $28,359 | $54,705-48.2% | $71,209-60.2% | $84,808-66.6% |
| Participation rate | 25.0% | 64.1%-39.1pp | 73.8%-48.8pp | 68.3%-43.3pp |
| Annual return | 20.73% | 35.90%-15.2pp | 282.51%-261.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $696 | $2,158-67.7% | $2,721-74.4% | $2,631-73.5% |
| Participant deferral / active EE | $1,545 | $3,030-49.0% | $4,175-63.0% | $4,212-63.3% |
| Admin fee / account holder | $147 | $4,863-97.0% | $5,349-97.3% | $7,344-98.0% |