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 | $24,430 | $106,515-77.1% | $96,683-74.7% | $139,434-82.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 23.78% | 38.43%-14.6pp | 35.69%-11.9pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,462 | $4,103-64.4% | $3,737-60.9% | $4,751-69.2% |
| Participant deferral / active EE | $5,357 | $5,454-1.8% | $4,878+9.8% | $6,710-20.2% |
| Admin fee / account holder | $165 | $7,877-97.9% | $6,730-97.5% | $11,403-98.6% |