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 5-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 | $71,898 | $94,625-24.0% | $116,228-38.1% | $84,808-15.2% |
| Participation rate | 31.0% | 70.4%-39.4pp | 74.6%-43.5pp | 68.3%-37.3pp |
| Annual return | 20.69% | 20.40%+0.3pp | 90.06%-69.4pp | 40.90%-20.2pp |
| Employer contribution / active EE | $909 | $2,347-61.2% | $2,994-69.6% | $2,631-65.4% |
| Participant deferral / active EE | $2,038 | $3,972-48.7% | $4,953-58.9% | $4,212-51.6% |
| Admin fee / account holder | $17 | $10,091-99.8% | $11,989-99.9% | $7,344-99.8% |