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 | $97,125-84.9% | $86,233-83.0% | $137,256-89.3% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.0%-39.0pp | 80.0%-50.0pp |
| Annual return | 26.33% | 74.19%-47.9pp | 61.39%-35.1pp | 220.34%-194.0pp |
| Employer contribution / active EE | $836 | $2,841-70.6% | $2,504-66.6% | $4,156-79.9% |
| Participant deferral / active EE | $1,779 | $5,180-65.7% | $4,559-61.0% | $6,407-72.2% |
| Admin fee / account holder | $43 | $9,725-99.6% | $8,342-99.5% | $12,270-99.6% |