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 4-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 | $41,698 | $106,515-60.9% | $96,683-56.9% | $139,434-70.1% |
| Participation rate | 17.6% | 77.8%-60.2pp | 74.3%-56.7pp | 80.3%-62.7pp |
| Annual return | 19.36% | 38.43%-19.1pp | 35.69%-16.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $986 | $4,103-76.0% | $3,737-73.6% | $4,751-79.2% |
| Participant deferral / active EE | $2,553 | $5,454-53.2% | $4,878-47.7% | $6,710-61.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |