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 4-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 | $45,884 | $124,425-63.1% | $112,040-59.0% | $137,256-66.6% |
| Participation rate | 30.8% | 79.3%-48.5pp | 76.5%-45.7pp | 80.0%-49.2pp |
| Annual return | 21.31% | 24.72%-3.4pp | 24.52%-3.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $901 | $3,411-73.6% | $2,954-69.5% | $4,156-78.3% |
| Participant deferral / active EE | $1,868 | $5,718-67.3% | $5,098-63.4% | $6,407-70.8% |
| Admin fee / account holder | $20 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |