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 | $101,618-72.6% | $93,063-70.1% | $137,256-79.7% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 21.53% | 223.95%-202.4pp | 34.15%-12.6pp | 220.34%-198.8pp |
| Employer contribution / active EE | $637 | $2,707-76.5% | $2,476-74.3% | $4,156-84.7% |
| Participant deferral / active EE | $1,200 | $4,279-72.0% | $3,958-69.7% | $6,407-81.3% |
| Admin fee / account holder | $220 | $6,198-96.4% | $6,033-96.3% | $12,270-98.2% |