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 10-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 | $58,559 | $104,251-43.8% | $91,001-35.7% | $147,584-60.3% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.6%-75.6pp | 82.8%-82.8pp |
| Annual return | 16.14% | 27.06%-10.9pp | 4.60%+11.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $868 | $3,116-72.2% | $2,456-64.7% | $4,876-82.2% |
| Participant deferral / active EE | $2,832 | $4,195-32.5% | $3,547-20.2% | $5,439-47.9% |
| Admin fee / account holder | $161 | $8,948-98.2% | $5,417-97.0% | $10,885-98.5% |