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 | $76,828 | $163,101-52.9% | $136,749-43.8% | $142,382-46.0% |
| Participation rate | 62.5% | 78.2%-15.7pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 15.06% | 27.54%-12.5pp | 24.33%-9.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $894 | $4,117-78.3% | $3,400-73.7% | $4,299-79.2% |
| Participant deferral / active EE | $2,866 | $5,585-48.7% | $4,692-38.9% | $6,507-56.0% |
| Admin fee / account holder | $12 | $14,318-99.9% | $11,386-99.9% | $12,624-99.9% |