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 6-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 | $26,156 | $74,888-65.1% | $71,209-63.3% | $142,382-81.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 25.98% | 345.14%-319.2pp | 282.51%-256.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $883 | $2,854-69.1% | $2,721-67.5% | $4,299-79.5% |
| Participant deferral / active EE | $1,504 | $4,454-66.2% | $4,175-64.0% | $6,507-76.9% |
| Admin fee / account holder | $134 | $5,568-97.6% | $5,349-97.5% | $12,624-98.9% |