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 | $48,478 | $104,974-53.8% | $95,585-49.3% | $142,382-66.0% |
| Participation rate | 45.5% | 75.0%-29.5pp | 72.1%-26.6pp | 80.1%-34.7pp |
| Annual return | 19.36% | 210.33%-191.0pp | 38.56%-19.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $677 | $2,779-75.7% | $2,527-73.2% | $4,299-84.3% |
| Participant deferral / active EE | $3,076 | $4,352-29.3% | $4,023-23.5% | $6,507-52.7% |
| Admin fee / account holder | $181 | $6,386-97.2% | $6,127-97.0% | $12,624-98.6% |