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 4-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 | $26,838 | $60,989-56.0% | $60,874-55.9% | $66,914-59.9% |
| Participation rate | 28.8% | 74.5%-45.7pp | 73.1%-44.3pp | 69.8%-41.0pp |
| Annual return | 181.53% | -9.60%+191.1pp | 16.90%+164.6pp | 1.58%+179.9pp |
| Employer contribution / active EE | $747 | $2,661-71.9% | $2,701-72.3% | $2,544-70.6% |
| Participant deferral / active EE | $2,731 | $3,615-24.4% | $3,817-28.4% | $4,237-35.5% |
| Admin fee / account holder | $75 | $338-77.8% | $3,224-97.7% | $593-87.3% |