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 7-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 | $21,830 | $104,664-79.1% | $85,682-74.5% | $167,490-87.0% |
| Participation rate | 45.0% | 76.4%-31.4pp | 69.9%-24.9pp | 82.1%-37.1pp |
| Annual return | 23.09% | 21.45%+1.6pp | 21.49%+1.6pp | 478.56%-455.5pp |
| Employer contribution / active EE | $481 | $3,337-85.6% | $2,618-81.6% | $4,837-90.1% |
| Participant deferral / active EE | $1,610 | $4,824-66.6% | $3,923-59.0% | $6,341-74.6% |
| Admin fee / account holder | $135 | $10,032-98.7% | $6,873-98.0% | $12,309-98.9% |