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 | $27,854 | $104,974-73.5% | $95,585-70.9% | $142,382-80.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 21.53% | 210.33%-188.8pp | 38.56%-17.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $637 | $2,779-77.1% | $2,527-74.8% | $4,299-85.2% |
| Participant deferral / active EE | $1,200 | $4,352-72.4% | $4,023-70.2% | $6,507-81.6% |
| Admin fee / account holder | $220 | $6,386-96.5% | $6,127-96.4% | $12,624-98.3% |