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 3-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 | $21,049 | $177,572-88.1% | $154,803-86.4% | $142,382-85.2% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 29.04% | 65.07%-36.0pp | 58.88%-29.8pp | 217.08%-188.0pp |
| Employer contribution / active EE | $948 | $4,810-80.3% | $4,305-78.0% | $4,299-77.9% |
| Participant deferral / active EE | $2,249 | $6,272-64.1% | $5,540-59.4% | $6,507-65.4% |
| Admin fee / account holder | $16 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |