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 7-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 | $26,842 | $102,616-73.8% | $81,983-67.3% | $158,922-83.1% |
| Participation rate | 27.3% | 75.5%-48.3pp | 69.2%-42.0pp | 82.0%-54.7pp |
| Annual return | 30.39% | 61.04%-30.6pp | 41.31%-10.9pp | 302.83%-272.4pp |
| Employer contribution / active EE | $648 | $3,240-80.0% | $2,498-74.1% | $4,761-86.4% |
| Participant deferral / active EE | $2,217 | $4,648-52.3% | $3,722-40.4% | $5,982-62.9% |
| Admin fee / account holder | $77 | $8,235-99.1% | $5,664-98.6% | $11,246-99.3% |