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 8-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 | $26,725 | $102,966-74.0% | $90,281-70.4% | $152,861-82.5% |
| Participation rate | 23.1% | 75.9%-52.8pp | 73.3%-50.2pp | 82.4%-59.4pp |
| Annual return | 19.55% | 95.16%-75.6pp | 78.10%-58.5pp | 345.32%-325.8pp |
| Employer contribution / active EE | $538 | $3,139-82.9% | $2,854-81.2% | $4,762-88.7% |
| Participant deferral / active EE | $1,217 | $4,281-71.6% | $3,885-68.7% | $5,850-79.2% |
| Admin fee / account holder | $25 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |