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 | $12,313 | $77,899-84.2% | $149,673-91.8% | $75,163-83.6% |
| Participation rate | 59.0% | 65.6%-6.6pp | 78.8%-19.8pp | 67.2%-8.2pp |
| Annual return | 20.90% | 31.72%-10.8pp | 134.42%-113.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,086 | $3,137-65.4% | $4,818-77.5% | $2,670-59.3% |
| Participant deferral / active EE | $1,197 | $3,411-64.9% | $5,680-78.9% | $4,125-71.0% |
| Admin fee / account holder | $52 | $5,956-99.1% | $13,210-99.6% | $5,651-99.1% |