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 | $20,350 | $111,754-81.8% | $103,333-80.3% | $145,922-86.1% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 38.79% | 24.77%+14.0pp | 24.88%+13.9pp | 561.29%-522.5pp |
| Employer contribution / active EE | $1,271 | $4,212-69.8% | $3,868-67.1% | $4,660-72.7% |
| Participant deferral / active EE | $3,631 | $5,619-35.4% | $5,057-28.2% | $6,688-45.7% |
| Admin fee / account holder | $250 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |