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 | $79,887 | $110,261-27.5% | $95,745-16.6% | $139,434-42.7% |
| Participation rate | 11.1% | 75.8%-64.6pp | 72.3%-61.2pp | 80.3%-69.2pp |
| Annual return | 22.79% | 27.11%-4.3pp | 28.35%-5.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $860 | $3,257-73.6% | $2,835-69.7% | $4,751-81.9% |
| Participant deferral / active EE | $1,173 | $4,676-74.9% | $4,245-72.4% | $6,710-82.5% |
| Admin fee / account holder | $299 | $6,613-95.5% | $5,678-94.7% | $11,403-97.4% |