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 | $16,093 | $54,705-70.6% | $71,209-77.4% | $84,808-81.0% |
| Participation rate | 62.1% | 64.1%-2.0pp | 73.8%-11.7pp | 68.3%-6.2pp |
| Annual return | 19.97% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $290 | $2,158-86.6% | $2,721-89.3% | $2,631-89.0% |
| Participant deferral / active EE | $1,349 | $3,030-55.5% | $4,175-67.7% | $4,212-68.0% |
| Admin fee / account holder | $214 | $4,863-95.6% | $5,349-96.0% | $7,344-97.1% |