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 | $23,928 | $54,705-56.3% | $71,209-66.4% | $84,808-71.8% |
| Participation rate | 31.1% | 64.1%-33.0pp | 73.8%-42.6pp | 68.3%-37.2pp |
| Annual return | 21.64% | 35.90%-14.3pp | 282.51%-260.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $582 | $2,158-73.0% | $2,721-78.6% | $2,631-77.9% |
| Participant deferral / active EE | $2,575 | $3,030-15.0% | $4,175-38.3% | $4,212-38.9% |
| Admin fee / account holder | $75 | $4,863-98.5% | $5,349-98.6% | $7,344-99.0% |