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 | $14,795 | $97,125-84.8% | $86,233-82.8% | $137,256-89.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 27.31% | 74.19%-46.9pp | 61.39%-34.1pp | 220.34%-193.0pp |
| Employer contribution / active EE | $806 | $2,841-71.6% | $2,504-67.8% | $4,156-80.6% |
| Participant deferral / active EE | $1,360 | $5,180-73.8% | $4,559-70.2% | $6,407-78.8% |
| Admin fee / account holder | $3 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |