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 | $25,969 | $95,266-72.7% | $82,389-68.5% | $142,382-81.8% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.5%-41.0pp | 80.1%-51.5pp |
| Annual return | 23.06% | 25.74%-2.7pp | 28.67%-5.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $563 | $2,991-81.2% | $2,517-77.6% | $4,299-86.9% |
| Participant deferral / active EE | $1,099 | $4,809-77.2% | $4,155-73.6% | $6,507-83.1% |
| Admin fee / account holder | $95 | $8,563-98.9% | $7,231-98.7% | $12,624-99.3% |