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 | $19,029 | $202,432-90.6% | $169,368-88.8% | $139,434-86.4% |
| Participation rate | 30.0% | 81.1%-51.1pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 27.81% | 531.74%-503.9pp | 405.60%-377.8pp | 372.94%-345.1pp |
| Employer contribution / active EE | $868 | $4,692-81.5% | $4,013-78.4% | $4,751-81.7% |
| Participant deferral / active EE | $2,845 | $6,938-59.0% | $6,221-54.3% | $6,710-57.6% |
| Admin fee / account holder | $274 | $10,708-97.4% | $9,003-97.0% | $11,403-97.6% |