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 | $54,329 | $80,717-32.7% | $154,803-64.9% | $84,808-35.9% |
| Participation rate | 24.1% | 66.8%-42.7pp | 78.1%-53.9pp | 68.3%-44.2pp |
| Annual return | 17.98% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $595 | $2,761-78.4% | $4,305-86.2% | $2,631-77.4% |
| Participant deferral / active EE | $988 | $3,303-70.1% | $5,540-82.2% | $4,212-76.5% |
| Admin fee / account holder | $209 | $6,746-96.9% | $14,329-98.5% | $7,344-97.2% |