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 6-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 | $52,277 | $140,940-62.9% | $112,229-53.4% | $139,434-62.5% |
| Participation rate | 31.3% | 79.2%-47.9pp | 72.4%-41.2pp | 80.3%-49.1pp |
| Annual return | 19.57% | 32.71%-13.1pp | 30.20%-10.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,055 | $4,283-75.4% | $3,430-69.3% | $4,751-77.8% |
| Participant deferral / active EE | $4,410 | $5,874-24.9% | $4,798-8.1% | $6,710-34.3% |
| Admin fee / account holder | $55 | $9,954-99.5% | $7,748-99.3% | $11,403-99.5% |