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 | $87,166+12.0% | $76,735+27.2% | $137,256-28.9% |
| Participation rate | 20.0% | 74.4%-54.4pp | 69.5%-49.5pp | 80.0%-60.0pp |
| Annual return | 17.40% | 26.50%-9.1pp | 29.77%-12.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $928 | $2,904-68.1% | $2,454-62.2% | $4,156-77.7% |
| Participant deferral / active EE | $1,536 | $4,726-67.5% | $4,088-62.4% | $6,407-76.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |