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 | $14,632 | $100,773-85.5% | $88,946-83.5% | $142,382-89.7% |
| Participation rate | 30.0% | 74.3%-44.3pp | 68.8%-38.8pp | 80.1%-50.1pp |
| Annual return | 26.33% | 70.18%-43.8pp | 57.82%-31.5pp | 217.08%-190.7pp |
| Employer contribution / active EE | $836 | $2,918-71.3% | $2,555-67.3% | $4,299-80.6% |
| Participant deferral / active EE | $1,779 | $5,230-66.0% | $4,581-61.2% | $6,507-72.7% |
| Admin fee / account holder | $43 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |