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 | $71,191 | $79,944-10.9% | $98,439-27.7% | $75,163-5.3% |
| Participation rate | 25.0% | 70.4%-45.4pp | 75.2%-50.2pp | 67.2%-42.2pp |
| Annual return | 17.49% | 19.75%-2.3pp | 21.16%-3.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $737 | $2,264-67.5% | $3,048-75.8% | $2,670-72.4% |
| Participant deferral / active EE | $3,205 | $3,752-14.6% | $4,738-32.4% | $4,125-22.3% |
| Admin fee / account holder | $16 | $6,840-99.8% | $8,948-99.8% | $5,651-99.7% |