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 | $23,772 | $114,381-79.2% | $107,525-77.9% | $142,382-83.3% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.1%-11.4pp | 80.1%-16.5pp |
| Annual return | 18.37% | 242.71%-224.3pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,678 | $4,015-58.2% | $3,754-55.3% | $4,299-61.0% |
| Participant deferral / active EE | $2,857 | $5,564-48.7% | $5,116-44.2% | $6,507-56.1% |
| Admin fee / account holder | $209 | $9,860-97.9% | $8,919-97.7% | $12,624-98.3% |