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 | $22,934 | $67,823-66.2% | $52,425-56.3% | $137,256-83.3% |
| Participation rate | 35.7% | 63.9%-28.2pp | 55.6%-19.9pp | 80.0%-44.2pp |
| Annual return | 23.37% | 219.11%-195.7pp | 302.12%-278.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $797 | $1,163-31.5% | $914-12.8% | $4,156-80.8% |
| Participant deferral / active EE | $1,401 | $2,288-38.8% | $1,790-21.7% | $6,407-78.1% |
| Admin fee / account holder | $25 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |