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 9-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 | $141,929 | $74,927+89.4% | $101,794+39.4% | $84,808+67.4% |
| Participation rate | 25.0% | 61.4%-36.4pp | 69.2%-44.2pp | 68.3%-43.3pp |
| Annual return | 15.84% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $767 | $1,522-49.6% | $2,289-66.5% | $2,631-70.9% |
| Participant deferral / active EE | $4,277 | $3,099+38.0% | $4,084+4.7% | $4,212+1.6% |
| Admin fee / account holder | $23 | $6,514-99.6% | $8,777-99.7% | $7,344-99.7% |