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 3-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 | $97,635 | $95,266+2.5% | $82,389+18.5% | $142,382-31.4% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.5%-49.5pp | 80.1%-60.1pp |
| Annual return | 17.40% | 25.74%-8.3pp | 28.67%-11.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $928 | $2,991-69.0% | $2,517-63.1% | $4,299-78.4% |
| Participant deferral / active EE | $1,536 | $4,809-68.1% | $4,155-63.0% | $6,507-76.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |