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 | $101,618-52.3% | $93,063-47.9% | $137,256-64.7% |
| Participation rate | 45.5% | 74.9%-29.5pp | 72.1%-26.7pp | 80.0%-34.5pp |
| Annual return | 19.36% | 223.95%-204.6pp | 34.15%-14.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $677 | $2,707-75.0% | $2,476-72.7% | $4,156-83.7% |
| Participant deferral / active EE | $3,076 | $4,279-28.1% | $3,958-22.3% | $6,407-52.0% |
| Admin fee / account holder | $181 | $6,198-97.1% | $6,033-97.0% | $12,270-98.5% |